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 | $12,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,342 | $52,406-5.8% | $129,207-61.8% | $74,495-33.8% |
| Participation rate | 89.8% | 53.8%+36.0pp | 69.6%+20.1pp | 67.2%+22.6pp |
| Annual return | 13.43% | 15.66%-2.2pp | 9417.33%-9403.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,959 | $1,531+28.0% | $4,153-52.8% | $2,623-25.3% |
| Participant deferral / active EE | $4,151 | $2,794+48.6% | $4,168-0.4% | $4,346-4.5% |
| Admin fee / account holder | $76 | $2,633-97.1% | $7,715-99.0% | $1,942-96.1% |