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 | $49,228 |
BFSG LLC2 years Filed as: BFSG, LLC Service code 16 · EIN 20-8161914 | Consulting | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,078 | $75,923-22.2% | $102,423-42.3% | - |
| Participation rate | 83.9% | 71.4%+12.5pp | 76.5%+7.4pp | - |
| Annual return | 15.89% | 15.12%+0.8pp | 29.32%-13.4pp | - |
| Employer contribution / active EE | $2,846 | $2,206+29.0% | $3,023-5.9% | - |
| Participant deferral / active EE | $11,011 | $4,258+158.6% | $5,053+117.9% | - |
| Admin fee / account holder | $127 | $11,449-98.9% | $9,451-98.7% | - |