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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,197 |
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 | $60,973 | $104,919-41.9% | $116,228-47.5% | $85,563-28.7% |
| Participation rate | 44.3% | 78.6%-34.3pp | 74.6%-30.3pp | 66.0%-21.7pp |
| Annual return | 20.15% | 15.38%+4.8pp | 90.06%-69.9pp | 31.51%-11.4pp |
| Employer contribution / active EE | $1,819 | $3,485-47.8% | $2,994-39.3% | $2,654-31.5% |
| Participant deferral / active EE | $3,447 | $5,306-35.0% | $4,953-30.4% | $4,375-21.2% |
| Admin fee / account holder | $15 | $429-96.5% | $11,989-99.9% | $834-98.2% |