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 | $2,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,977 | $65,561+110.5% | $91,541+50.7% | $74,304+85.7% |
| Participation rate | 78.7% | 56.6%+22.1pp | 69.8%+8.9pp | 60.3%+18.4pp |
| Annual return | 19.15% | 17.68%+1.5pp | 20.50%-1.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,715 | $1,717+58.1% | $2,505+8.4% | $2,241+21.1% |
| Participant deferral / active EE | $11,469 | $2,918+293.0% | $4,008+186.2% | $3,767+204.4% |
| Admin fee / account holder | $14 | $3,333-99.6% | $6,956-99.8% | $2,969-99.5% |