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 | $28,850 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,762 | $79,013+71.8% | $100,391+35.2% | $74,495+82.2% |
| Participation rate | 99.1% | 79.5%+19.6pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 20.30% | 20.41%-0.1pp | 49.20%-28.9pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $5,004 | $3,021+65.6% | $3,942+27.0% | $2,623+90.8% |
| Participant deferral / active EE | $15,616 | $7,760+101.2% | $8,082+93.2% | $4,346+259.3% |
| Admin fee / account holder | $295 | $1,320-77.6% | $7,899-96.3% | $1,942-84.8% |