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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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,603 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,168 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $27,825 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,601 | $80,717+273.7% | $154,803+94.8% | $84,808+255.6% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 15.19% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $21,889 | $2,761+692.7% | $4,305+408.4% | $2,631+732.0% |
| Participant deferral / active EE | $34,040 | $3,303+930.5% | $5,540+514.4% | $4,212+708.2% |
| Admin fee / account holder | $212 | $6,746-96.9% | $14,329-98.5% | $7,344-97.1% |