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 | $66,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,620 | $57,610+10.4% | $154,803-58.9% | $102,872-38.2% |
| Participation rate | 96.4% | 59.5%+36.9pp | 78.1%+18.3pp | 73.0%+23.3pp |
| Annual return | 17.97% | 30.49%-12.5pp | 58.88%-40.9pp | 19.06%-1.1pp |
| Employer contribution / active EE | $1,864 | $1,883-1.0% | $4,305-56.7% | $3,526-47.1% |
| Participant deferral / active EE | $6,840 | $2,914+134.7% | $5,540+23.5% | $5,535+23.6% |
| Admin fee / account holder | $32 | $368-91.4% | $14,329-99.8% | $292-89.1% |