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 | $101,231 |
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 | $175,317 | $112,623+55.7% | $106,213+65.1% | $199,593-12.2% |
| Participation rate | 98.6% | 86.2%+12.3pp | 75.3%+23.3pp | 72.0%+26.6pp |
| Annual return | 20.63% | 15.57%+5.1pp | 116.14%-95.5pp | 34.25%-13.6pp |
| Employer contribution / active EE | $11,175 | $4,575+144.3% | $3,171+252.4% | $3,034+268.3% |
| Participant deferral / active EE | $20,603 | $6,659+209.4% | $5,016+310.8% | $5,087+305.0% |
| Admin fee / account holder | $47 | $107-55.6% | $11,033-99.6% | $269-82.3% |