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 | $61,466 |
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 | $93,825 | $72,994+28.5% | $120,354-22.0% | $77,643+20.8% |
| Participation rate | 38.3% | 55.2%-16.9pp | 71.9%-33.6pp | 70.6%-32.3pp |
| Annual return | 13.72% | 18.23%-4.5pp | 107.15%-93.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,316 | $1,793-26.6% | $3,463-62.0% | $2,726-51.7% |
| Participant deferral / active EE | $2,440 | $3,011-19.0% | $4,991-51.1% | $4,647-47.5% |
| Admin fee / account holder | $126 | $658-80.8% | $9,423-98.7% | $430-70.6% |