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 | $142,023 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $77,144 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $25,575 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,314 | $130,141-1.4% | $86,677+48.0% | $77,904+64.7% |
| Participation rate | 93.3% | 85.9%+7.3pp | 76.6%+16.7pp | 73.7%+19.6pp |
| Annual return | -18.34% | -12.75%-5.6pp | 35.91%-54.2pp | 12.21%-30.5pp |
| Employer contribution / active EE | $7,665 | $3,220+138.0% | $2,836+170.2% | $2,848+169.2% |
| Participant deferral / active EE | $8,572 | $5,757+48.9% | $4,656+84.1% | $4,806+78.4% |
| Admin fee / account holder | $148 | $132+12.0% | $7,493-98.0% | $133+11.4% |