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 27 · EIN 46-5576228 | Advisory (Plan) | $28,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,803 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,187 | $62,624+15.3% | $177,989-59.4% | $77,643-7.0% |
| Participation rate | 74.5% | 66.8%+7.7pp | 77.1%-2.6pp | 70.6%+3.9pp |
| Annual return | 17.03% | 16.16%+0.9pp | 294.48%-277.5pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,942 | $1,909+54.1% | $3,949-25.5% | $2,726+7.9% |
| Participant deferral / active EE | $5,070 | $4,219+20.2% | $6,276-19.2% | $4,647+9.1% |
| Admin fee / account holder | $51 | $386-86.8% | $10,363-99.5% | $430-88.1% |