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 | $71,027 |
Form 5500 reported that benefits due were not provided when due.
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 | $70,864 | $81,357-12.9% | $75,972-6.7% | $199,593-64.5% |
| Participation rate | 74.7% | 69.9%+4.8pp | 69.1%+5.7pp | 72.0%+2.7pp |
| Annual return | 15.39% | 16.32%-0.9pp | 359.55%-344.2pp | 34.25%-18.9pp |
| Employer contribution / active EE | $1,935 | $3,341-42.1% | $2,685-27.9% | $3,034-36.2% |
| Participant deferral / active EE | $4,503 | $4,710-4.4% | $4,255+5.8% | $5,087-11.5% |
| Admin fee / account holder | $34 | $144-76.8% | $6,467-99.5% | $269-87.5% |