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 | $48,665 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,349 |
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 | $50,016 | $78,485-36.3% | $106,213-52.9% | $74,495-32.9% |
| Participation rate | 92.2% | 72.8%+19.4pp | 75.3%+16.9pp | 67.2%+25.0pp |
| Annual return | 14.84% | 15.95%-1.1pp | 116.14%-101.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,666 | $2,523+5.7% | $3,171-15.9% | $2,623+1.6% |
| Participant deferral / active EE | $4,439 | $4,322+2.7% | $5,016-11.5% | $4,346+2.1% |
| Admin fee / account holder | $196 | $2,232-91.2% | $11,033-98.2% | $1,942-89.9% |