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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,442 |
PROSPERA FINANCIAL SERVICES7 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $53,160 |
AAFCPAS, INC.1 year Filed as: AAFCPAS INC Service code 10 · EIN 04-2571780 | Accounting | $27,000 |
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 | $50,358 | $98,727-49.0% | $113,168-55.5% | $85,563-41.1% |
| Participation rate | 90.5% | 80.8%+9.7pp | 76.6%+13.9pp | 66.0%+24.5pp |
| Annual return | 15.06% | 17.43%-2.4pp | 24.27%-9.2pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,281 | $2,907-55.9% | $2,975-57.0% | $2,654-51.7% |
| Participant deferral / active EE | $4,994 | $5,424-7.9% | $5,107-2.2% | $4,375+14.1% |
| Admin fee / account holder | $173 | $357-51.6% | $12,068-98.6% | $834-79.3% |