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 9-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 | $41,317 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $11,200 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,619 | $45,031+59.0% | $84,966-15.7% | $77,643-7.8% |
| Participation rate | 86.1% | 48.7%+37.4pp | 67.5%+18.6pp | 70.6%+15.5pp |
| Annual return | 19.48% | 79.22%-59.7pp | 66.38%-46.9pp | 31.24%-11.8pp |
| Employer contribution / active EE | $1,417 | $1,609-12.0% | $2,727-48.1% | $2,726-48.0% |
| Participant deferral / active EE | $5,185 | $2,807+84.7% | $4,519+14.7% | $4,647+11.6% |
| Admin fee / account holder | $214 | $912-76.5% | $6,149-96.5% | $430-50.2% |