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 |
|---|---|---|
BCBSA NEBA9 years Service code 14 · EIN 13-5656874 | Plan Administrator | $12,608 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $5,299 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,991 | $122,239+129.9% | $184,203+52.5% | $74,495+277.2% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.8pp | 67.2%+29.4pp |
| Annual return | 15.64% | 19.95%-4.3pp | 28.81%-13.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $19,008 | $4,537+318.9% | $6,427+195.7% | $2,623+624.7% |
| Participant deferral / active EE | $15,205 | $7,139+113.0% | $9,131+66.5% | $4,346+249.9% |
| Admin fee / account holder | $98 | $1,260-92.2% | $13,901-99.3% | $1,942-94.9% |