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 | $29,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,106 | $68,547+81.1% | $120,354+3.1% | $80,856+53.5% |
| Participation rate | 67.2% | 61.6%+5.6pp | 71.9%-4.7pp | 67.6%-0.4pp |
| Annual return | 16.65% | 23.60%-6.9pp | 107.15%-90.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,428 | $2,051+67.1% | $3,463-1.0% | $2,755+24.4% |
| Participant deferral / active EE | $7,047 | $3,173+122.1% | $4,991+41.2% | $4,296+64.0% |
| Admin fee / account holder | $258 | $5,732-95.5% | $9,423-97.3% | $6,918-96.3% |