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 | -$135 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,455 | $129,021+4.2% | $184,203-27.0% | $77,643+73.2% |
| Participation rate | 93.0% | 87.3%+5.6pp | 86.8%+6.2pp | 70.6%+22.4pp |
| Annual return | 18.55% | 33.27%-14.7pp | 28.81%-10.3pp | 31.24%-12.7pp |
| Employer contribution / active EE | $2,342 | $4,413-46.9% | $6,427-63.6% | $2,726-14.1% |
| Participant deferral / active EE | $8,432 | $7,297+15.6% | $9,131-7.7% | $4,647+81.4% |
| Admin fee / account holder | -$0 | $254-100.2% | $13,901-100.0% | $430-100.1% |