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 | $127,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,367 | $94,876-21.6% | $82,389-9.7% | $102,872-27.7% |
| Participation rate | 88.3% | 70.6%+17.7pp | 69.5%+18.8pp | 73.0%+15.3pp |
| Annual return | 24.67% | 17.83%+6.8pp | 28.67%-4.0pp | 19.06%+5.6pp |
| Employer contribution / active EE | $2,394 | $3,789-36.8% | $2,517-4.9% | $3,526-32.1% |
| Participant deferral / active EE | $5,378 | $4,496+19.6% | $4,155+29.4% | $5,535-2.8% |
| Admin fee / account holder | $53 | $214-75.0% | $7,231-99.3% | $292-81.7% |