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 | $34,341 |
NEWEDGE ADVISORS LLC3 years Service code 27 · EIN 25-1443041 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,612 | $54,193+96.7% | $93,606+13.9% | $77,643+37.3% |
| Participation rate | 73.8% | 63.9%+9.9pp | 68.7%+5.1pp | 70.6%+3.2pp |
| Annual return | 16.81% | 30.54%-13.7pp | 133.20%-116.4pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,372 | $1,168+17.5% | $2,420-43.3% | $2,726-49.6% |
| Participant deferral / active EE | $4,029 | $3,144+28.2% | $4,411-8.7% | $4,647-13.3% |
| Admin fee / account holder | $236 | $576-59.0% | $8,285-97.1% | $430-45.1% |