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 | $7,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,979 | $80,724+62.3% | $103,333+26.8% | $74,495+75.8% |
| Participation rate | 78.3% | 65.7%+12.6pp | 74.5%+3.8pp | 67.2%+11.1pp |
| Annual return | 13.74% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $861 | $3,157-72.7% | $3,868-77.7% | $2,623-67.2% |
| Participant deferral / active EE | $7,293 | $3,860+88.9% | $5,057+44.2% | $4,346+67.8% |
| Admin fee / account holder | $31 | $2,368-98.7% | $8,355-99.6% | $1,942-98.4% |