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) | $87,127 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,381 | $119,446+57.7% | $150,045+25.5% | $85,563+120.2% |
| Participation rate | 94.0% | 75.4%+18.6pp | 82.3%+11.7pp | 66.0%+28.0pp |
| Annual return | 17.68% | 23.72%-6.0pp | 62.55%-44.9pp | 31.51%-13.8pp |
| Employer contribution / active EE | $5,287 | $4,078+29.6% | $4,693+12.6% | $2,654+99.2% |
| Participant deferral / active EE | $13,959 | $7,985+74.8% | $7,997+74.6% | $4,375+219.0% |
| Admin fee / account holder | $207 | $548-62.1% | $13,435-98.5% | $834-75.1% |