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 | $47,097 |
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 | $79,755 | $88,634-10.0% | $101,326-21.3% | $74,304+7.3% |
| Participation rate | 94.8% | 76.9%+17.9pp | 81.5%+13.3pp | 60.3%+34.4pp |
| Annual return | 17.36% | 33.10%-15.7pp | 36.82%-19.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $4,943 | $2,930+68.7% | $3,665+34.9% | $2,241+120.6% |
| Participant deferral / active EE | $11,137 | $7,322+52.1% | $7,994+39.3% | $3,767+195.6% |
| Admin fee / account holder | $206 | $2,425-91.5% | $11,185-98.2% | $2,969-93.1% |