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 | $102,031 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $92,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,162 | $241,101-77.5% | $103,333-47.6% | $199,593-72.9% |
| Participation rate | 85.2% | 78.3%+6.9pp | 74.5%+10.7pp | 72.0%+13.2pp |
| Annual return | 13.54% | 17.80%-4.3pp | 24.88%-11.3pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,077 | $4,244-74.6% | $3,868-72.1% | $3,034-64.5% |
| Participant deferral / active EE | $5,952 | $3,958+50.4% | $5,057+17.7% | $5,087+17.0% |
| Admin fee / account holder | $147 | $288-48.8% | $8,355-98.2% | $269-45.2% |