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 INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $9,060 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,218 | $122,239+241.3% | $184,203+126.5% | $74,495+460.1% |
| Participation rate | 97.2% | 85.5%+11.7pp | 86.8%+10.4pp | 67.2%+30.0pp |
| Annual return | 16.50% | 19.95%-3.4pp | 28.81%-12.3pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $27,611 | $4,537+508.5% | $6,427+329.6% | $2,623+952.7% |
| Participant deferral / active EE | $12,119 | $7,139+69.8% | $9,131+32.7% | $4,346+178.9% |
| Admin fee / account holder | $32 | $1,260-97.5% | $13,901-99.8% | $1,942-98.4% |