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 | $33,996 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,251 | $88,634+35.7% | $101,326+18.7% | $74,304+61.8% |
| Participation rate | 83.5% | 76.9%+6.6pp | 81.5%+2.0pp | 60.3%+23.1pp |
| Annual return | 17.66% | 33.10%-15.4pp | 36.82%-19.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $21,701 | $7,322+196.4% | $7,994+171.5% | $3,767+476.0% |
| Admin fee / account holder | $103 | $2,425-95.8% | $11,185-99.1% | $2,969-96.5% |