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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $231,714 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $64,147 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,097 | $110,299-44.6% | $102,423-40.3% | $199,593-69.4% |
| Participation rate | 93.2% | 86.3%+6.9pp | 76.5%+16.7pp | 72.0%+21.3pp |
| Annual return | 32.15% | 35.73%-3.6pp | 29.32%+2.8pp | 34.25%-2.1pp |
| Employer contribution / active EE | $2,471 | $3,603-31.4% | $3,023-18.3% | $3,034-18.6% |
| Participant deferral / active EE | $5,015 | $6,376-21.3% | $5,053-0.8% | $5,087-1.4% |
| Admin fee / account holder | $91 | $122-25.4% | $9,451-99.0% | $269-66.0% |