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 | $29,908 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,806 |
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.)
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 | $186,548 | $79,171+135.6% | $102,423+82.1% | $74,495+150.4% |
| Participation rate | 52.8% | 74.8%-22.0pp | 76.5%-23.7pp | 67.2%-14.4pp |
| Annual return | 13.24% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,556 | $2,362+8.2% | $3,023-15.5% | $2,623-2.6% |
| Participant deferral / active EE | $4,462 | $4,415+1.1% | $5,053-11.7% | $4,346+2.7% |
| Admin fee / account holder | $338 | $2,001-83.1% | $9,451-96.4% | $1,942-82.6% |