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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,413 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $25,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $18,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,024 | $42,886+63.3% | $88,946-21.3% | $85,563-18.2% |
| Participation rate | 89.4% | 37.9%+51.4pp | 68.8%+20.5pp | 66.0%+23.4pp |
| Annual return | 16.82% | 44.56%-27.7pp | 57.82%-41.0pp | 31.51%-14.7pp |
| Employer contribution / active EE | $945 | $1,147-17.6% | $2,555-63.0% | $2,654-64.4% |
| Participant deferral / active EE | $9,122 | $2,108+332.7% | $4,581+99.1% | $4,375+108.5% |
| Admin fee / account holder | $212 | $2,263-90.6% | $8,261-97.4% | $834-74.5% |