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 |
|---|---|---|
CALDER INVESTMENT ADVISORS2+ years Service code 26 · EIN 20-8946974 | Advisory (Participants) | $97,586 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $10,974 |
PATHWAY BENEFIT SERVICES2+ years Service code 15 · EIN 38-2696931 | Recordkeeping | $1,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,336 | $36,916+545.6% | $156,549+52.2% | $57,658+313.4% |
| Participation rate | 91.9% | 63.4%+28.5pp | 84.0%+7.9pp | 70.2%+21.7pp |
| Annual return | 7.04% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $16,085 | $1,571+924.1% | $5,501+192.4% | $1,974+714.9% |
| Participant deferral / active EE | $9,126 | $1,926+373.9% | $4,871+87.4% | $3,061+198.2% |
| Admin fee / account holder | $440 | $82+433.8% | $13,027-96.6% | $95+365.8% |