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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,348 | $131,799-4.9% | $200,582-37.5% | $85,563+46.5% |
| Participation rate | 92.5% | 87.9%+4.6pp | 86.9%+5.6pp | 66.0%+26.5pp |
| Annual return | 17.24% | 21.59%-4.4pp | 42.33%-25.1pp | 31.51%-14.3pp |
| Employer contribution / active EE | $3,628 | $4,532-20.0% | $6,419-43.5% | $2,654+36.7% |
| Participant deferral / active EE | $10,549 | $7,702+37.0% | $9,331+13.1% | $4,375+141.1% |
| Admin fee / account holder | $61 | $235-73.9% | $16,305-99.6% | $834-92.6% |