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 | $32,814 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,000 |
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 | $59,546 | $66,457-10.4% | $81,382-26.8% | $77,643-23.3% |
| Participation rate | 78.5% | 68.7%+9.7pp | 69.5%+9.0pp | 70.6%+7.9pp |
| Annual return | 11.91% | 15.93%-4.0pp | 24.73%-12.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $850 | $2,159-60.6% | $2,463-65.5% | $2,726-68.8% |
| Participant deferral / active EE | $3,540 | $3,679-3.8% | $3,883-8.8% | $4,647-23.8% |
| Admin fee / account holder | $213 | $583-63.5% | $5,768-96.3% | $430-50.6% |