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 | $10,332 |
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 | $41,782 | $42,886-2.6% | $88,946-53.0% | $85,563-51.2% |
| Participation rate | 62.4% | 37.9%+24.5pp | 68.8%-6.5pp | 66.0%-3.6pp |
| Annual return | 19.42% | 44.56%-25.1pp | 57.82%-38.4pp | 31.51%-12.1pp |
| Employer contribution / active EE | $409 | $1,147-64.4% | $2,555-84.0% | $2,654-84.6% |
| Participant deferral / active EE | $2,222 | $2,108+5.4% | $4,581-51.5% | $4,375-49.2% |
| Admin fee / account holder | $30 | $2,263-98.7% | $8,261-99.6% | $834-96.4% |