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 | $5,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,394 | $88,890+74.8% | $102,423+51.7% | $77,643+100.1% |
| Participation rate | 95.4% | 80.9%+14.4pp | 76.5%+18.9pp | 70.6%+24.8pp |
| Annual return | 21.17% | 24.98%-3.8pp | 29.32%-8.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $5,025 | $2,698+86.3% | $3,023+66.2% | $2,726+84.3% |
| Participant deferral / active EE | $8,242 | $5,145+60.2% | $5,053+63.1% | $4,647+77.4% |
| Admin fee / account holder | $13 | $235-94.5% | $9,451-99.9% | $430-97.0% |