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 |
|---|---|---|
Service code 16 · EIN 33-0818667 | Consulting | $7,870 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,240 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,158 | $79,171+141.5% | $102,423+86.6% | $74,495+156.6% |
| Participation rate | 94.2% | 74.8%+19.4pp | 76.5%+17.7pp | 67.2%+27.0pp |
| Annual return | 20.98% | 54.93%-34.0pp | 29.32%-8.3pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $4,562 | $2,362+93.1% | $3,023+50.9% | $2,623+73.9% |
| Participant deferral / active EE | $15,740 | $4,415+256.5% | $5,053+211.5% | $4,346+262.2% |
| Admin fee / account holder | $32 | $2,001-98.4% | $9,451-99.7% | $1,942-98.4% |