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 INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $44,491 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,893 | $65,708+122.0% | $76,817+89.9% | $77,787+87.6% |
| Participation rate | 93.2% | 79.0%+14.2pp | 72.1%+21.1pp | 73.2%+19.9pp |
| Annual return | 18.25% | 49.86%-31.6pp | 1166.11%-1147.9pp | 32.57%-14.3pp |
| Employer contribution / active EE | $4,950 | $2,167+128.4% | $2,302+115.0% | $2,504+97.7% |
| Participant deferral / active EE | $6,676 | $3,254+105.2% | $3,336+100.1% | $3,967+68.3% |
| Admin fee / account holder | $14 | $91-84.2% | $6,420-99.8% | $100-85.6% |