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 | $975 |
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 | $137,988 | $79,171+74.3% | $102,423+34.7% | $74,495+85.2% |
| Participation rate | 71.5% | 74.8%-3.3pp | 76.5%-5.0pp | 67.2%+4.3pp |
| Annual return | 14.29% | 54.93%-40.6pp | 29.32%-15.0pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,868 | $2,362+106.0% | $3,023+61.0% | $2,623+85.6% |
| Participant deferral / active EE | $4,185 | $4,415-5.2% | $5,053-17.2% | $4,346-3.7% |
| Admin fee / account holder | $5 | $2,001-99.8% | $9,451-99.9% | $1,942-99.8% |