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 |
|---|---|---|
PRECEPT ADVISORY GROUP4 years Filed as: PRECEPT Service code 27 · EIN 56-1623293 | Advisory (Plan) | $18,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,526 | $79,171+82.5% | $102,423+41.1% | $74,495+94.0% |
| Participation rate | 85.3% | 74.8%+10.5pp | 76.5%+8.8pp | 67.2%+18.1pp |
| Annual return | 17.48% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $4,727 | $2,362+100.1% | $3,023+56.3% | $2,623+80.2% |
| Participant deferral / active EE | $18,544 | $4,415+320.0% | $5,053+267.0% | $4,346+326.7% |
| Admin fee / account holder | $62 | $2,001-96.9% | $9,451-99.3% | $1,942-96.8% |