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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $102,218 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,483 | $96,018-6.8% | $65,493+36.6% | $85,563+4.6% |
| Participation rate | 93.9% | 74.8%+19.1pp | 73.1%+20.8pp | 66.0%+27.9pp |
| Annual return | 18.42% | 14.51%+3.9pp | 982.45%-964.0pp | 31.51%-13.1pp |
| Employer contribution / active EE | $4,831 | $3,235+49.3% | $2,574+87.7% | $2,654+82.1% |
| Participant deferral / active EE | $8,910 | $4,055+119.7% | $3,961+124.9% | $4,375+103.6% |
| Admin fee / account holder | $151 | $271-44.2% | $5,028-97.0% | $834-81.9% |