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 |
|---|---|---|
Filed as: FIDELITY INV INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $25,954 |
Service code 99 · EIN 47-1411118 | Other Fees | $5,525 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,551 | $108,549+40.5% | $156,263-2.4% | $85,563+78.3% |
| Participation rate | 95.6% | 77.1%+18.5pp | 78.9%+16.6pp | 66.0%+29.6pp |
| Annual return | 14.11% | 21.79%-7.7pp | 59.47%-45.4pp | 31.51%-17.4pp |
| Employer contribution / active EE | $4,040 | $2,690+50.2% | $4,333-6.8% | $2,654+52.2% |
| Participant deferral / active EE | $10,383 | $4,800+116.3% | $6,158+68.6% | $4,375+137.3% |
| Admin fee / account holder | $48 | $650-92.6% | $14,255-99.7% | $834-94.2% |