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 82-1364595 | Advisory (Plan) | $65,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,979 | $24,733+413.4% | $69,647+82.3% | $74,495+70.5% |
| Participation rate | 98.3% | 63.5%+34.8pp | 66.5%+31.9pp | 67.2%+31.1pp |
| Annual return | 12.74% | 18.55%-5.8pp | 100.48%-87.7pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $9,839 | $1,001+883.3% | $1,712+474.5% | $2,623+275.1% |
| Participant deferral / active EE | $9,714 | $1,901+411.0% | $2,886+236.6% | $4,346+123.5% |
| Admin fee / account holder | $317 | $1,892-83.2% | $4,713-93.3% | $1,942-83.7% |