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 | -$69,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,434 | $86,929+104.1% | $102,423+73.2% | $80,856+119.4% |
| Participation rate | 37.7% | 72.4%-34.6pp | 76.5%-38.8pp | 67.6%-29.9pp |
| Annual return | 18.45% | 18.88%-0.4pp | 29.32%-10.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,743 | $2,369-26.4% | $3,023-42.3% | $2,755-36.7% |
| Participant deferral / active EE | $6,418 | $4,118+55.8% | $5,053+27.0% | $4,296+49.4% |
| Admin fee / account holder | -$324 | $8,049-104.0% | $9,451-103.4% | $6,918-104.7% |