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 | $41,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,632 | $50,815+11.4% | $155,509-63.6% | $77,643-27.1% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 15.80% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,413 | $1,993-29.1% | $4,672-69.8% | $2,726-48.2% |
| Participant deferral / active EE | $4,644 | $2,822+64.6% | $5,626-17.5% | $4,647-0.1% |
| Admin fee / account holder | $95 | $437-78.3% | $15,912-99.4% | $430-77.9% |