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 | $41,474 |
HOGANTAYLOR LLP10+ years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $19,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,810 | $100,923+51.4% | $150,045+1.8% | $74,304+105.7% |
| Participation rate | 84.4% | 70.1%+14.3pp | 82.3%+2.0pp | 60.3%+24.0pp |
| Annual return | 15.56% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,561 | $3,463-26.0% | $4,693-45.4% | $2,241+14.3% |
| Participant deferral / active EE | $9,261 | $6,709+38.0% | $7,997+15.8% | $3,767+145.8% |
| Admin fee / account holder | $599 | $2,767-78.4% | $13,435-95.5% | $2,969-79.8% |