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 | $89,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,296 | $88,890-24.3% | $102,423-34.3% | $77,643-13.3% |
| Participation rate | 93.9% | 80.9%+13.0pp | 76.5%+17.4pp | 70.6%+23.3pp |
| Annual return | 17.99% | 24.98%-7.0pp | 29.32%-11.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $2,178 | $2,698-19.3% | $3,023-28.0% | $2,726-20.1% |
| Participant deferral / active EE | $10,707 | $5,145+108.1% | $5,053+111.9% | $4,647+130.4% |
| Admin fee / account holder | $78 | $235-66.8% | $9,451-99.2% | $430-81.8% |