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 Filed as: FIDELITY INVEST INSTIT OPER CO Service code 55 | Other Commissions | $38,325 |
Service code 49 · EIN 04-2530412 | Other Services | $10,563 |
MORGAN STANLEY SMITH BARNEY11+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $0 |
Filed as: FIDELITY INVEST INSTIT OPER CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$7,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,740 | $61,058-0.5% | $71,209-14.7% | $85,563-29.0% |
| Participation rate | 98.2% | 58.6%+39.6pp | 73.8%+24.5pp | 66.0%+32.2pp |
| Annual return | 22.88% | 100.41%-77.5pp | 282.51%-259.6pp | 31.51%-8.6pp |
| Employer contribution / active EE | $1,542 | $2,199-29.9% | $2,721-43.3% | $2,654-41.9% |
| Participant deferral / active EE | $4,450 | $3,173+40.3% | $4,175+6.6% | $4,375+1.7% |
| Admin fee / account holder | $47 | $855-94.4% | $5,349-99.1% | $834-94.3% |