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 | $104,655 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $28,775 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $18,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,876 | $48,698-32.5% | $93,606-64.9% | $199,593-83.5% |
| Participation rate | 85.0% | 63.5%+21.5pp | 68.7%+16.3pp | 72.0%+13.0pp |
| Annual return | 14.62% | 15.34%-0.7pp | 133.20%-118.6pp | 34.25%-19.6pp |
| Employer contribution / active EE | $623 | $1,135-45.1% | $2,420-74.3% | $3,034-79.5% |
| Participant deferral / active EE | $5,030 | $2,817+78.5% | $4,411+14.0% | $5,087-1.1% |
| Admin fee / account holder | $114 | $195-41.5% | $8,285-98.6% | $269-57.6% |