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 | $20,216 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,273 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,622 | $65,908-39.9% | $81,812-51.6% | $77,643-49.0% |
| Participation rate | 56.1% | 65.8%-9.7pp | 72.3%-16.2pp | 70.6%-14.4pp |
| Annual return | 15.47% | 26.64%-11.2pp | 773.79%-758.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,215 | $2,370-48.7% | $2,912-58.3% | $2,726-55.4% |
| Participant deferral / active EE | $2,227 | $3,505-36.5% | $4,319-48.4% | $4,647-52.1% |
| Admin fee / account holder | $164 | $526-68.9% | $7,386-97.8% | $430-61.9% |