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 | $3,795 |
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 | $405,665 | $130,194+211.6% | $169,993+138.6% | $71,457+467.7% |
| Participation rate | 95.4% | 86.1%+9.3pp | 87.0%+8.4pp | 67.9%+27.5pp |
| Annual return | 18.66% | 20.37%-1.7pp | 53.37%-34.7pp | 28.85%-10.2pp |
| Employer contribution / active EE | $25,073 | $4,381+472.3% | $6,785+269.5% | $2,588+869.0% |
| Participant deferral / active EE | $10,827 | $6,923+56.4% | $10,408+4.0% | $4,289+152.5% |
| Admin fee / account holder | $14 | $966-98.5% | $12,815-99.9% | $1,587-99.1% |