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 35-2552359 | Advisory (Plan) | $29,991 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,153 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,530 | $88,083-17.7% | $164,813-56.0% | $74,495-2.6% |
| Participation rate | 77.4% | 73.0%+4.3pp | 78.6%-1.2pp | 67.2%+10.2pp |
| Annual return | 12.49% | 17.26%-4.8pp | 69.93%-57.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,676 | $4,498-40.5% | $6,031-55.6% | $4,346-38.4% |
| Admin fee / account holder | $144 | $2,234-93.6% | $12,690-98.9% | $1,942-92.6% |