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 | $64,830 |
SMITH BUNDAY BERMAN BRITTON, P.S.10+ years Filed as: SMITH BUNDAY BERMAN Service code 10 · EIN 91-1275259 | Accounting | $22,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,297 | $29,548+56.7% | $56,411-17.9% | $77,643-40.4% |
| Participation rate | 48.0% | 32.7%+15.3pp | 52.5%-4.5pp | 70.6%-22.6pp |
| Annual return | 15.79% | 19.01%-3.2pp | 1701.33%-1685.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $331 | $568-41.7% | $1,039-68.1% | $2,726-87.9% |
| Participant deferral / active EE | $2,179 | $1,061+105.4% | $1,952+11.6% | $4,647-53.1% |
| Admin fee / account holder | $185 | $1,046-82.3% | $2,829-93.5% | $430-57.0% |