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 | -$5,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,460 | $138,347+21.8% | $184,203-8.5% | $80,856+108.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.24% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $6,301 | $4,850+29.9% | $6,427-2.0% | $2,755+128.7% |
| Participant deferral / active EE | $9,517 | $7,071+34.6% | $9,131+4.2% | $4,296+121.5% |
| Admin fee / account holder | -$44 | $10,483-100.4% | $13,901-100.3% | $6,918-100.6% |