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 |
|---|---|---|
BALEFIRE LLC1 year Service code 27 · EIN 47-2587418 | Advisory (Plan) | $41,345 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,003 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,249 | $80,673+122.2% | $101,326+76.9% | $84,808+111.4% |
| Participation rate | 85.3% | 77.8%+7.5pp | 81.5%+3.8pp | 68.3%+17.0pp |
| Annual return | 20.83% | 38.95%-18.1pp | 36.82%-16.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $6,106 | $2,698+126.3% | $3,665+66.6% | $2,631+132.1% |
| Participant deferral / active EE | $13,974 | $6,840+104.3% | $7,994+74.8% | $4,212+231.8% |
| Admin fee / account holder | $555 | $12,784-95.7% | $11,185-95.0% | $7,344-92.4% |