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 | $34,517 |
CAPFINANCIAL PARTNERS LLC3 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $34,071 |
Service code 29 · EIN 81-0574082 | Legal | $8,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,469 | $54,193-21.6% | $93,606-54.6% | $77,643-45.3% |
| Participation rate | 61.2% | 63.9%-2.7pp | 68.7%-7.5pp | 70.6%-9.3pp |
| Annual return | 14.40% | 30.54%-16.1pp | 133.20%-118.8pp | 31.24%-16.8pp |
| Employer contribution / active EE | $482 | $1,168-58.7% | $2,420-80.1% | $2,726-82.3% |
| Participant deferral / active EE | $2,963 | $3,144-5.7% | $4,411-32.8% | $4,647-36.2% |
| Admin fee / account holder | $238 | $576-58.7% | $8,285-97.1% | $430-44.8% |