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 | $3,572 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,019 | $79,171+7.4% | $102,423-17.0% | $74,495+14.1% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.2pp | 67.2%+14.5pp |
| Annual return | 21.05% | 54.93%-33.9pp | 29.32%-8.3pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $2,256 | $2,362-4.5% | $3,023-25.4% | $2,623-14.0% |
| Participant deferral / active EE | $7,860 | $4,415+78.0% | $5,053+55.5% | $4,346+80.9% |
| Admin fee / account holder | $34 | $2,001-98.3% | $9,451-99.6% | $1,942-98.2% |