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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.
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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 | $18,338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,570 | $73,360+214.3% | $177,989+29.5% | $74,495+209.5% |
| Participation rate | 75.8% | 66.6%+9.2pp | 77.1%-1.3pp | 67.2%+8.6pp |
| Annual return | 23.09% | 17.49%+5.6pp | 294.48%-271.4pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,173 | $4,513+147.5% | $6,276+78.0% | $4,346+157.1% |
| Admin fee / account holder | $92 | $1,808-94.9% | $10,363-99.1% | $1,942-95.3% |