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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $42,666 |
Service code 27 · EIN 39-1230894 | Advisory (Plan) | $35,829 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $12,093 |
Filed as: ANDERS Service code 10 · EIN 43-0831507 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,461 | $56,767+94.6% | $101,794+8.5% | $85,563+29.1% |
| Participation rate | 40.1% | 57.6%-17.5pp | 69.2%-29.1pp | 66.0%-25.8pp |
| Annual return | 14.10% | 17.76%-3.7pp | 30.53%-16.4pp | 31.51%-17.4pp |
| Employer contribution / active EE | $976 | $1,112-12.2% | $2,289-57.4% | $2,654-63.2% |
| Participant deferral / active EE | $3,027 | $2,720+11.3% | $4,084-25.9% | $4,375-30.8% |
| Admin fee / account holder | $403 | $1,098-63.3% | $8,777-95.4% | $834-51.7% |