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 | $1,100 |
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 | $103,660 | $79,013+31.2% | $100,391+3.3% | $74,495+39.2% |
| Participation rate | 71.4% | 79.5%-8.0pp | 81.5%-10.1pp | 67.2%+4.2pp |
| Annual return | 17.77% | 20.41%-2.6pp | 49.20%-31.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $3,950 | $3,021+30.7% | $3,942+0.2% | $2,623+50.6% |
| Participant deferral / active EE | $11,403 | $7,760+46.9% | $8,082+41.1% | $4,346+162.4% |
| Admin fee / account holder | $12 | $1,320-99.1% | $7,899-99.8% | $1,942-99.4% |