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 | $88,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,948 | $65,241+34.8% | $126,539-30.5% | $85,563+2.8% |
| Participation rate | 67.1% | 48.6%+18.5pp | 69.8%-2.7pp | 66.0%+1.1pp |
| Annual return | 55.62% | 42.19%+13.4pp | 425.95%-370.3pp | 31.51%+24.1pp |
| Employer contribution / active EE | $3,776 | $1,937+94.9% | $3,674+2.8% | $2,654+42.3% |
| Participant deferral / active EE | $7,587 | $3,032+150.3% | $4,083+85.8% | $4,375+73.4% |
| Admin fee / account holder | $148 | $1,031-85.6% | $6,065-97.6% | $834-82.2% |