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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 |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $88,690 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,982 | $128,899-73.6% | $113,168-70.0% | $102,872-67.0% |
| Participation rate | 75.5% | 87.0%-11.5pp | 76.6%-1.1pp | 73.0%+2.5pp |
| Annual return | 15.02% | 15.88%-0.9pp | 24.27%-9.3pp | 19.06%-4.0pp |
| Employer contribution / active EE | $3,119 | $3,713-16.0% | $2,975+4.8% | $3,526-11.6% |
| Participant deferral / active EE | $2,567 | $6,787-62.2% | $5,107-49.7% | $5,535-53.6% |
| Admin fee / account holder | $78 | $129-39.3% | $12,068-99.3% | $292-73.1% |