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 59-2937883 | Advisory (Plan) | $36,939 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,919 | $62,127+59.2% | $81,382+21.5% | $74,495+32.8% |
| Participation rate | 82.9% | 64.0%+18.9pp | 69.5%+13.4pp | 67.2%+15.7pp |
| Annual return | 11.63% | 16.48%-4.9pp | 24.73%-13.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,521 | $1,882+33.9% | $2,463+2.4% | $2,623-3.9% |
| Participant deferral / active EE | $4,420 | $3,229+36.9% | $3,883+13.8% | $4,346+1.7% |
| Admin fee / account holder | $240 | $1,934-87.6% | $5,768-95.8% | $1,942-87.6% |