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 | $2,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,071 | $109,413-63.4% | $156,263-74.4% | $84,808-52.8% |
| Participation rate | 88.0% | 72.7%+15.4pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 18.66% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,526 | $2,907-13.1% | $4,333-41.7% | $2,631-4.0% |
| Participant deferral / active EE | $4,205 | $4,590-8.4% | $6,158-31.7% | $4,212-0.2% |
| Admin fee / account holder | $30 | $9,357-99.7% | $14,255-99.8% | $7,344-99.6% |