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 | $4,317 |
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 | $53,131 | $92,055-42.3% | $106,213-50.0% | $77,643-31.6% |
| Participation rate | 42.4% | 81.0%-38.6pp | 75.3%-32.8pp | 70.6%-28.1pp |
| Annual return | 19.84% | 17.91%+1.9pp | 116.14%-96.3pp | 31.24%-11.4pp |
| Employer contribution / active EE | $1,401 | $3,367-58.4% | $3,171-55.8% | $2,726-48.6% |
| Participant deferral / active EE | $3,525 | $5,386-34.5% | $5,016-29.7% | $4,647-24.1% |
| Admin fee / account holder | $16 | $219-92.7% | $11,033-99.9% | $430-96.3% |