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 27 · EIN 35-2552359 | Advisory (Plan) | $55,201 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,964 | $88,890-5.5% | $102,423-18.0% | $77,643+8.1% |
| Participation rate | 63.5% | 80.9%-17.4pp | 76.5%-13.0pp | 70.6%-7.1pp |
| Annual return | 16.65% | 24.98%-8.3pp | 29.32%-12.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $435 | $2,698-83.9% | $3,023-85.6% | $2,726-84.0% |
| Participant deferral / active EE | $5,099 | $5,145-0.9% | $5,053+0.9% | $4,647+9.7% |
| Admin fee / account holder | $286 | $235+21.6% | $9,451-97.0% | $430-33.5% |