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 | $43,052 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $10,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,094 | $89,808-20.8% | $100,391-29.2% | $77,643-8.4% |
| Participation rate | 95.6% | 81.2%+14.4pp | 81.5%+14.1pp | 70.6%+25.0pp |
| Annual return | 15.19% | 20.62%-5.4pp | 49.20%-34.0pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,608 | $3,039-14.2% | $3,942-33.8% | $2,726-4.3% |
| Participant deferral / active EE | $4,975 | $8,284-39.9% | $8,082-38.4% | $4,647+7.1% |
| Admin fee / account holder | $54 | $174-69.2% | $7,899-99.3% | $430-87.5% |