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 | $55,384 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,430 | $58,926+365.7% | $97,226+182.3% | $74,495+268.4% |
| Participation rate | 95.2% | 63.5%+31.7pp | 72.7%+22.6pp | 67.2%+28.0pp |
| Annual return | 14.43% | 16.04%-1.6pp | 75.13%-60.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $8,146 | $1,894+330.1% | $2,729+198.5% | $2,623+210.6% |
| Participant deferral / active EE | $16,710 | $3,664+356.0% | $4,264+291.9% | $4,346+284.5% |
| Admin fee / account holder | $84 | $1,974-95.7% | $5,654-98.5% | $1,942-95.7% |