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 | $1,606 |
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 | $153,765 | $78,485+95.9% | $106,213+44.8% | $74,495+106.4% |
| Participation rate | 97.5% | 72.8%+24.7pp | 75.3%+22.2pp | 67.2%+30.3pp |
| Annual return | 16.79% | 15.95%+0.8pp | 116.14%-99.3pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $4,584 | $2,523+81.7% | $3,171+44.5% | $2,623+74.8% |
| Participant deferral / active EE | $9,367 | $4,322+116.7% | $5,016+86.8% | $4,346+115.6% |
| Admin fee / account holder | $6 | $2,232-99.7% | $11,033-99.9% | $1,942-99.7% |