See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $132,517 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $28,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,272 | $241,101-85.0% | $103,333-64.9% | $199,593-81.8% |
| Participation rate | 86.6% | 78.3%+8.4pp | 74.5%+12.1pp | 72.0%+14.7pp |
| Annual return | 12.62% | 17.80%-5.2pp | 24.88%-12.3pp | 34.25%-21.6pp |
| Employer contribution / active EE | $536 | $4,244-87.4% | $3,868-86.1% | $3,034-82.3% |
| Participant deferral / active EE | $4,423 | $3,958+11.8% | $5,057-12.5% | $5,087-13.0% |
| Admin fee / account holder | $97 | $288-66.3% | $8,355-98.8% | $269-63.9% |