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 |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $19,156 |
TOPEL FORMAN LLC1 year Service code 10 · EIN 36-2469413 | Accounting | $16,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,426 | $79,171-45.1% | $102,423-57.6% | $74,495-41.7% |
| Participation rate | 75.8% | 74.8%+1.0pp | 76.5%-0.7pp | 67.2%+8.6pp |
| Annual return | 12.29% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $781 | $2,362-66.9% | $3,023-74.2% | $2,623-70.2% |
| Participant deferral / active EE | $2,515 | $4,415-43.0% | $5,053-50.2% | $4,346-42.1% |
| Admin fee / account holder | $94 | $2,001-95.3% | $9,451-99.0% | $1,942-95.2% |