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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.
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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 60 · EIN 04-2647786 | Sub-TA Fees | $17,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,106 | $88,083+67.0% | $164,813-10.7% | $74,495+97.5% |
| Participation rate | 69.1% | 73.0%-3.9pp | 78.6%-9.5pp | 67.2%+1.9pp |
| Annual return | 15.70% | 17.26%-1.6pp | 69.93%-54.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,085 | $2,593-19.6% | $4,341-52.0% | $2,623-20.5% |
| Participant deferral / active EE | $4,883 | $4,498+8.6% | $6,031-19.0% | $4,346+12.4% |
| Admin fee / account holder | $158 | $2,234-92.9% | $12,690-98.8% | $1,942-91.8% |