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 | $41,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,417 | $54,517+14.5% | $75,972-17.8% | $74,495-16.2% |
| Participation rate | 94.6% | 60.3%+34.2pp | 69.1%+25.5pp | 67.2%+27.4pp |
| Annual return | 15.79% | 31.82%-16.0pp | 359.55%-343.8pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,316 | $1,777+30.3% | $2,685-13.8% | $2,623-11.7% |
| Participant deferral / active EE | $7,668 | $3,066+150.1% | $4,255+80.2% | $4,346+76.4% |
| Admin fee / account holder | $144 | $2,229-93.5% | $6,467-97.8% | $1,942-92.6% |