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 | $3,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,307 | $101,317+17.8% | $146,958-18.8% | $74,495+60.2% |
| Participation rate | 81.0% | 75.5%+5.4pp | 82.2%-1.2pp | 67.2%+13.8pp |
| Annual return | 16.43% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,728 | $3,810-54.7% | $4,933-65.0% | $2,623-34.1% |
| Participant deferral / active EE | $3,754 | $7,303-48.6% | $8,070-53.5% | $4,346-13.6% |
| Admin fee / account holder | $20 | $1,739-98.9% | $12,998-99.8% | $1,942-99.0% |