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 | $44,666 |
1919 INVESTMENT COUNSEL, LLC6 years Filed as: 1919 INVESTMENT COUNSEL Service code 26 · EIN 26-0103189 | Advisory (Participants) | $26,478 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $385,861 | $102,317+277.1% | $146,958+162.6% | $80,856+377.2% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 15.87% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $8,737 | $3,713+135.3% | $4,933+77.1% | $2,755+217.1% |
| Participant deferral / active EE | $13,311 | $6,644+100.4% | $8,070+64.9% | $4,296+209.9% |
| Admin fee / account holder | $546 | $7,941-93.1% | $12,998-95.8% | $6,918-92.1% |