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 | $86,823 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $20,330 |
LING & BOUMAN, LLP8 years Service code 10 · EIN 81-4590836 | Accounting | $12,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,601 | $31,741-25.6% | $56,411-58.2% | $199,593-88.2% |
| Participation rate | 68.7% | 32.3%+36.3pp | 52.5%+16.2pp | 72.0%-3.3pp |
| Annual return | 14.16% | 14.72%-0.6pp | 1701.33%-1687.2pp | 34.25%-20.1pp |
| Employer contribution / active EE | $200 | $508-60.5% | $1,039-80.7% | $3,034-93.4% |
| Participant deferral / active EE | $2,282 | $1,184+92.7% | $1,952+16.9% | $5,087-55.1% |
| Admin fee / account holder | $86 | $426-79.8% | $2,829-97.0% | $269-67.9% |