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 9-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 | $66,616 |
MORGAN STANLEY SMITH BARNEY7 years Service code 55 · EIN 26-4310632 | Other Commissions | $43,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,605 | $55,416-61.0% | $75,972-71.6% | $77,643-72.2% |
| Participation rate | 73.7% | 63.6%+10.1pp | 69.1%+4.7pp | 70.6%+3.1pp |
| Annual return | 13.55% | 17.07%-3.5pp | 359.55%-346.0pp | 31.24%-17.7pp |
| Employer contribution / active EE | $967 | $1,788-45.9% | $2,685-64.0% | $2,726-64.5% |
| Participant deferral / active EE | $3,268 | $3,447-5.2% | $4,255-23.2% | $4,647-29.7% |
| Admin fee / account holder | $82 | $414-80.1% | $6,467-98.7% | $430-80.8% |