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 7-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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $151,720 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $16,984 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,882 | $105,247+17.7% | $87,100+42.2% | $77,787+59.3% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+19.9pp | 73.2%+23.6pp |
| Annual return | 26.69% | 24.52%+2.2pp | 28.19%-1.5pp | 32.57%-5.9pp |
| Employer contribution / active EE | $6,815 | $2,895+135.4% | $2,521+170.3% | $2,504+172.1% |
| Participant deferral / active EE | $7,459 | $5,060+47.4% | $4,049+84.2% | $3,967+88.0% |
| Admin fee / account holder | $95 | $104-9.1% | $7,497-98.7% | $100-5.1% |