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 |
|---|---|---|
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$25,820 |
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 | $135,045 | $89,436+51.0% | $164,813-18.1% | $77,643+73.9% |
| Participation rate | 98.3% | 78.6%+19.7pp | 78.6%+19.7pp | 70.6%+27.7pp |
| Annual return | 16.27% | 28.83%-12.6pp | 69.93%-53.7pp | 31.24%-15.0pp |
| Employer contribution / active EE | $4,305 | $2,569+67.6% | $4,341-0.8% | $2,726+57.9% |
| Participant deferral / active EE | $10,461 | $4,897+113.6% | $6,031+73.4% | $4,647+125.1% |
| Admin fee / account holder | -$35 | $339-110.3% | $12,690-100.3% | $430-108.1% |