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 | $35,264 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,333 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,791 | $126,574-19.6% | $106,213-4.2% | $145,922-30.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.52% | 224.79%-208.3pp | 116.14%-99.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,965 | $3,730+6.3% | $3,171+25.0% | $4,660-14.9% |
| Participant deferral / active EE | $10,338 | $5,724+80.6% | $5,016+106.1% | $6,688+54.6% |
| Admin fee / account holder | $166 | $17,304-99.0% | $11,033-98.5% | $13,397-98.8% |