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 |
|---|---|---|
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Direct payment from the plan; Securit... | $13,687 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,834 |
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 | $174,715 | $110,699+57.8% | $177,821-1.7% | $90,288+93.5% |
| Participation rate | 81.2% | 88.3%-7.1pp | 87.7%-6.5pp | 73.4%+7.9pp |
| Annual return | 18.18% | 22.79%-4.6pp | 48.32%-30.1pp | 53.97%-35.8pp |
| Employer contribution / active EE | $2,895 | $4,118-29.7% | $5,918-51.1% | $2,524+14.7% |
| Participant deferral / active EE | $6,677 | $6,731-0.8% | $7,714-13.4% | $4,232+57.8% |
| Admin fee / account holder | $3 | $90-96.8% | $12,427-100.0% | $114-97.5% |