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 | -$8,614 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,044 | $100,923+85.3% | $150,045+24.7% | $74,304+151.7% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.3%+6.3pp | 60.3%+28.2pp |
| Annual return | 17.63% | 51.77%-34.1pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,668 | $3,463-51.8% | $4,693-64.5% | $2,241-25.6% |
| Participant deferral / active EE | $9,143 | $6,709+36.3% | $7,997+14.3% | $3,767+142.7% |
| Admin fee / account holder | -$28 | $2,767-101.0% | $13,435-100.2% | $2,969-101.0% |