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 | $21,035 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $13,520 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,787 | $101,317-12.4% | $146,958-39.6% | $74,495+19.2% |
| Participation rate | 76.3% | 75.5%+0.8pp | 82.2%-5.8pp | 67.2%+9.1pp |
| Annual return | 16.42% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $569 | $3,810-85.1% | $4,933-88.5% | $2,623-78.3% |
| Participant deferral / active EE | $4,675 | $7,303-36.0% | $8,070-42.1% | $4,346+7.6% |
| Admin fee / account holder | $204 | $1,739-88.3% | $12,998-98.4% | $1,942-89.5% |