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 41-1138132 | Advisory (Plan) | $32,547 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,003 |
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 | $40,781 | $88,890-54.1% | $102,423-60.2% | $77,643-47.5% |
| Participation rate | 84.8% | 80.9%+3.8pp | 76.5%+8.3pp | 70.6%+14.2pp |
| Annual return | 19.22% | 24.98%-5.8pp | 29.32%-10.1pp | 31.24%-12.0pp |
| Employer contribution / active EE | $1,965 | $2,698-27.2% | $3,023-35.0% | $2,726-27.9% |
| Participant deferral / active EE | $3,848 | $5,145-25.2% | $5,053-23.9% | $4,647-17.2% |
| Admin fee / account holder | $89 | $235-62.0% | $9,451-99.1% | $430-79.2% |