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 | $3,106 |
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 | $211,843 | $79,171+167.6% | $102,423+106.8% | $74,495+184.4% |
| Participation rate | 62.8% | 74.8%-12.0pp | 76.5%-13.7pp | 67.2%-4.4pp |
| Annual return | 14.87% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,547 | $2,362+7.8% | $3,023-15.7% | $2,623-2.9% |
| Participant deferral / active EE | $5,114 | $4,415+15.8% | $5,053+1.2% | $4,346+17.7% |
| Admin fee / account holder | $45 | $2,001-97.7% | $9,451-99.5% | $1,942-97.7% |