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 | $45,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,867 | $129,021+91.3% | $184,203+34.0% | $77,643+218.0% |
| Participation rate | 98.1% | 87.3%+10.8pp | 86.8%+11.3pp | 70.6%+27.5pp |
| Annual return | 22.25% | 33.27%-11.0pp | 28.81%-6.6pp | 31.24%-9.0pp |
| Employer contribution / active EE | $13,548 | $4,413+207.0% | $6,427+110.8% | $2,726+397.0% |
| Participant deferral / active EE | $17,635 | $7,297+141.7% | $9,131+93.1% | $4,647+279.5% |
| Admin fee / account holder | $68 | $254-73.1% | $13,901-99.5% | $430-84.1% |