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 | $18,122 |
PYA, P.C.7 years Service code 10 · EIN 62-1517792 | Accounting | $11,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,541 | $53,136+30.9% | $155,509-55.3% | $199,593-65.2% |
| Participation rate | 43.9% | 64.1%-20.2pp | 78.2%-34.3pp | 72.0%-28.1pp |
| Annual return | 16.52% | 41.15%-24.6pp | 64.67%-48.1pp | 34.25%-17.7pp |
| Employer contribution / active EE | $651 | $1,851-64.8% | $4,672-86.1% | $3,034-78.5% |
| Participant deferral / active EE | $1,611 | $3,161-49.0% | $5,626-71.4% | $5,087-68.3% |
| Admin fee / account holder | $36 | $185-80.5% | $15,912-99.8% | $269-86.6% |