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 |
|---|---|---|
BPM LLP2 years Service code 10 · EIN 81-4234542 | Accounting | $18,239 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $14,166 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,488 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$20,781 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,940 | $79,171+150.0% | $102,423+93.3% | $74,495+165.7% |
| Participation rate | 73.1% | 74.8%-1.7pp | 76.5%-3.4pp | 67.2%+5.9pp |
| Annual return | 19.36% | 54.93%-35.6pp | 29.32%-10.0pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $1,684 | $2,362-28.7% | $3,023-44.3% | $2,623-35.8% |
| Participant deferral / active EE | $12,116 | $4,415+174.4% | $5,053+139.8% | $4,346+178.8% |
| Admin fee / account holder | $145 | $2,001-92.8% | $9,451-98.5% | $1,942-92.6% |