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 | $32,540 |
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 | $136,631 | $101,317+34.9% | $146,958-7.0% | $74,495+83.4% |
| Participation rate | 95.6% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 21.80% | 8730.91%-8709.1pp | 418.34%-396.5pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $4,529 | $3,810+18.9% | $4,933-8.2% | $2,623+72.7% |
| Participant deferral / active EE | $17,139 | $7,303+134.7% | $8,070+112.4% | $4,346+294.4% |
| Admin fee / account holder | $108 | $1,739-93.8% | $12,998-99.2% | $1,942-94.4% |