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 | $44,135 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $43,659 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,903 | $61,058-10.1% | $71,209-22.9% | $85,563-35.8% |
| Participation rate | 91.2% | 58.6%+32.6pp | 73.8%+17.5pp | 66.0%+25.2pp |
| Annual return | 19.52% | 100.41%-80.9pp | 282.51%-263.0pp | 31.51%-12.0pp |
| Employer contribution / active EE | $1,878 | $2,199-14.6% | $2,721-31.0% | $2,654-29.2% |
| Participant deferral / active EE | $7,070 | $3,173+122.8% | $4,175+69.3% | $4,375+61.6% |
| Admin fee / account holder | $156 | $855-81.8% | $5,349-97.1% | $834-81.3% |