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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS LLC Service code 37 · EIN 04-2647786 | Loan Processing | $2,697 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,747 | $79,171-72.5% | $102,423-78.8% | $74,495-70.8% |
| Participation rate | 72.2% | 74.8%-2.6pp | 76.5%-4.3pp | 67.2%+5.0pp |
| Annual return | 15.03% | 54.93%-39.9pp | 29.32%-14.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,629 | $2,362-31.0% | $3,023-46.1% | $2,623-37.9% |
| Participant deferral / active EE | $3,419 | $4,415-22.6% | $5,053-32.3% | $4,346-21.3% |
| Admin fee / account holder | $34 | $2,001-98.3% | $9,451-99.6% | $1,942-98.3% |