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 5-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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,227 | $55,125+54.6% | $109,895-22.4% | $86,799-1.8% |
| Participation rate | 31.5% | 70.1%-38.6pp | 74.2%-42.7pp | 72.3%-40.8pp |
| Annual return | 23.22% | 26.20%-3.0pp | 29.45%-6.2pp | 97.91%-74.7pp |
| Employer contribution / active EE | $0 | $1,558-100.0% | $2,842-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,523 | $3,337-54.4% | $4,048-62.4% | $4,131-63.1% |
| Admin fee / account holder | $8 | $141-94.6% | $6,066-99.9% | $170-95.5% |