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 | $23,564 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $141,451 | $59,417+138.1% | $93,606+51.1% | $74,495+89.9% |
| Participation rate | 88.1% | 59.7%+28.5pp | 68.7%+19.4pp | 67.2%+20.9pp |
| Annual return | 13.88% | 81.83%-68.0pp | 133.20%-119.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,312 | $3,050+172.5% | $4,411+88.4% | $4,346+91.3% |
| Admin fee / account holder | $146 | $3,021-95.2% | $8,285-98.2% | $1,942-92.5% |