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 | $30,720 |
BALEFIRE LLC1 year Service code 27 · EIN 47-2587418 | Advisory (Plan) | $28,291 |
VISIONPOINT ADVISORY GROUP7 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $27,802 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,494 | $119,446-26.7% | $150,045-41.7% | $85,563+2.3% |
| Participation rate | 93.1% | 75.4%+17.7pp | 82.3%+10.8pp | 66.0%+27.1pp |
| Annual return | 14.49% | 23.72%-9.2pp | 62.55%-48.1pp | 31.51%-17.0pp |
| Employer contribution / active EE | $2,107 | $4,078-48.3% | $4,693-55.1% | $2,654-20.6% |
| Participant deferral / active EE | $9,342 | $7,985+17.0% | $7,997+16.8% | $4,375+113.5% |
| Admin fee / account holder | $195 | $548-64.5% | $13,435-98.6% | $834-76.7% |