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 47-1411118 | Advisory (Plan) | $57,528 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,026 | $119,446+13.0% | $150,045-10.0% | $85,563+57.8% |
| Participation rate | 92.1% | 75.4%+16.7pp | 82.3%+9.8pp | 66.0%+26.1pp |
| Annual return | 19.84% | 23.72%-3.9pp | 62.55%-42.7pp | 31.51%-11.7pp |
| Employer contribution / active EE | $3,141 | $4,078-23.0% | $4,693-33.1% | $2,654+18.4% |
| Participant deferral / active EE | $11,845 | $7,985+48.3% | $7,997+48.1% | $4,375+170.7% |
| Admin fee / account holder | $109 | $548-80.0% | $13,435-99.2% | $834-86.9% |