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 | $120,844 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,218 | $110,299-47.2% | $102,423-43.2% | $199,593-70.8% |
| Participation rate | 96.6% | 86.3%+10.3pp | 76.5%+20.1pp | 72.0%+24.6pp |
| Annual return | 12.48% | 35.73%-23.3pp | 29.32%-16.8pp | 34.25%-21.8pp |
| Employer contribution / active EE | $2,046 | $3,603-43.2% | $3,023-32.3% | $3,034-32.6% |
| Participant deferral / active EE | $4,156 | $6,376-34.8% | $5,053-17.8% | $5,087-18.3% |
| Admin fee / account holder | $62 | $122-49.4% | $9,451-99.3% | $269-77.0% |