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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $67,908 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,125 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,500 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $13,662 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,855 | $110,299-45.7% | $102,423-41.6% | $199,593-70.0% |
| Participation rate | 95.5% | 86.3%+9.2pp | 76.5%+19.0pp | 72.0%+23.5pp |
| Annual return | 15.96% | 35.73%-19.8pp | 29.32%-13.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $3,298 | $3,603-8.5% | $3,023+9.1% | $3,034+8.7% |
| Participant deferral / active EE | $4,681 | $6,376-26.6% | $5,053-7.4% | $5,087-8.0% |
| Admin fee / account holder | $52 | $122-57.6% | $9,451-99.5% | $269-80.7% |