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 60 · EIN 04-2647786 | Sub-TA Fees | $28,462 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,667 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,667 | $80,724+94.1% | $103,333+51.6% | $74,495+110.3% |
| Participation rate | 54.0% | 65.7%-11.7pp | 74.5%-20.5pp | 67.2%-13.2pp |
| Annual return | 14.82% | 27.56%-12.7pp | 24.88%-10.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,991 | $3,157-37.0% | $3,868-48.5% | $2,623-24.1% |
| Participant deferral / active EE | $4,680 | $3,860+21.2% | $5,057-7.5% | $4,346+7.7% |
| Admin fee / account holder | $385 | $2,368-83.8% | $8,355-95.4% | $1,942-80.2% |