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 | $160,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,660 | $45,031+52.5% | $84,966-19.2% | $77,643-11.6% |
| Participation rate | 94.0% | 48.7%+45.3pp | 67.5%+26.5pp | 70.6%+23.4pp |
| Annual return | 15.40% | 79.22%-63.8pp | 66.38%-51.0pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,344 | $1,609+45.7% | $2,727-14.0% | $2,726-14.0% |
| Participant deferral / active EE | $8,271 | $2,807+194.6% | $4,519+83.0% | $4,647+78.0% |
| Admin fee / account holder | $116 | $912-87.2% | $6,149-98.1% | $430-73.0% |