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 | $67,697 |
PERKINS & CO5 years Filed as: PERKINS & COMPANY, P.C. Service code 10 · EIN 93-0928924 | Accounting | $15,750 |
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 | $38,339 | $59,054-35.1% | $97,226-60.6% | $77,643-50.6% |
| Participation rate | 72.9% | 67.9%+5.0pp | 72.7%+0.2pp | 70.6%+2.3pp |
| Annual return | 16.64% | 16.96%-0.3pp | 75.13%-58.5pp | 31.24%-14.6pp |
| Employer contribution / active EE | $633 | $1,742-63.6% | $2,729-76.8% | $2,726-76.8% |
| Participant deferral / active EE | $3,881 | $3,930-1.2% | $4,264-9.0% | $4,647-16.5% |
| Admin fee / account holder | $134 | $346-61.3% | $5,654-97.6% | $430-68.9% |