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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,444 |
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 · EIN 82-1364595 | Advisory (Plan) | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,419 | $59,097+27.6% | $82,389-8.5% | $74,304+1.5% |
| Participation rate | 73.7% | 52.8%+21.0pp | 69.5%+4.2pp | 60.3%+13.4pp |
| Annual return | 15.02% | 22.85%-7.8pp | 28.67%-13.7pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,880 | $1,601+17.5% | $2,517-25.3% | $2,241-16.1% |
| Participant deferral / active EE | $6,641 | $2,775+139.3% | $4,155+59.8% | $3,767+76.3% |
| Admin fee / account holder | $79 | $4,489-98.2% | $7,231-98.9% | $2,969-97.3% |