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 | $7,456 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,867 | $132,049+136.2% | $200,582+55.5% | $74,304+319.7% |
| Participation rate | 98.0% | 84.1%+14.0pp | 86.9%+11.1pp | 60.3%+37.7pp |
| Annual return | 19.27% | 22.22%-2.9pp | 42.33%-23.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $7,543 | $4,558+65.5% | $6,419+17.5% | $2,241+236.6% |
| Participant deferral / active EE | $14,874 | $7,213+106.2% | $9,331+59.4% | $3,767+294.8% |
| Admin fee / account holder | $32 | $2,405-98.7% | $16,305-99.8% | $2,969-98.9% |