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 | $41,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,746 | $57,610-27.5% | $154,803-73.0% | $102,872-59.4% |
| Participation rate | 32.8% | 59.5%-26.6pp | 78.1%-45.2pp | 73.0%-40.2pp |
| Annual return | 18.16% | 30.49%-12.3pp | 58.88%-40.7pp | 19.06%-0.9pp |
| Employer contribution / active EE | $211 | $1,883-88.8% | $4,305-95.1% | $3,526-94.0% |
| Participant deferral / active EE | $1,888 | $2,914-35.2% | $5,540-65.9% | $5,535-65.9% |
| Admin fee / account holder | $41 | $368-89.0% | $14,329-99.7% | $292-86.1% |