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 |
|---|---|---|
Service code 27 · EIN 91-2096181 | Advisory (Plan) | $79,809 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,966 |
SENSIBA SAN FILIPPO LLP3 years Filed as: SENSIBA Service code 10 · EIN 94-2370906 | Accounting | $16,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,736 | $98,727+40.5% | $113,168+22.6% | $85,563+62.1% |
| Participation rate | 96.3% | 80.8%+15.5pp | 76.6%+19.8pp | 66.0%+30.4pp |
| Annual return | 24.15% | 17.43%+6.7pp | 24.27%-0.1pp | 31.51%-7.4pp |
| Employer contribution / active EE | $2,302 | $2,907-20.8% | $2,975-22.6% | $2,654-13.2% |
| Participant deferral / active EE | $13,787 | $5,424+154.2% | $5,107+170.0% | $4,375+215.1% |
| Admin fee / account holder | $159 | $357-55.5% | $12,068-98.7% | $834-81.0% |