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 | $30,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,237 | $54,193+22.2% | $93,606-29.2% | $77,643-14.7% |
| Participation rate | 49.2% | 63.9%-14.8pp | 68.7%-19.6pp | 70.6%-21.4pp |
| Annual return | 14.85% | 30.54%-15.7pp | 133.20%-118.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,357 | $1,168+16.1% | $2,420-43.9% | $2,726-50.2% |
| Participant deferral / active EE | $3,025 | $3,144-3.8% | $4,411-31.4% | $4,647-34.9% |
| Admin fee / account holder | $89 | $576-84.5% | $8,285-98.9% | $430-79.3% |