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 |
|---|---|---|
CHRIS T. BENNETT, CPA8 years Service code 10 · EIN 53-2505097 | Accounting | $7,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $72,241 | $88,581-18.4% | $145,661-50.4% | $74,304-2.8% |
| Participation rate | 67.2% | 64.9%+2.3pp | 77.2%-10.0pp | 60.3%+6.9pp |
| Annual return | 13.56% | 34.30%-20.7pp | 101.46%-87.9pp | 29.43%-15.9pp |
| Employer contribution / active EE | $640 | $2,612-75.5% | $4,238-84.9% | $2,241-71.4% |
| Participant deferral / active EE | $3,275 | $4,151-21.1% | $7,198-54.5% | $3,767-13.1% |
| Admin fee / account holder | $105 | $2,953-96.4% | $12,466-99.2% | $2,969-96.5% |