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 | $54,906 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $48,014 |
BOIVIN & ASSOCIATES7 years Service code 10 · EIN 27-1516157 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,778 | $101,317-27.2% | $146,958-49.8% | $74,495-1.0% |
| Participation rate | 81.7% | 75.5%+6.1pp | 82.2%-0.5pp | 67.2%+14.5pp |
| Annual return | 15.79% | 8730.91%-8715.1pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,590 | $3,810-32.0% | $4,933-47.5% | $2,623-1.2% |
| Participant deferral / active EE | $9,262 | $7,303+26.8% | $8,070+14.8% | $4,346+113.1% |
| Admin fee / account holder | $358 | $1,739-79.4% | $12,998-97.2% | $1,942-81.6% |