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 | $27,078 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,908 | $110,299-22.1% | $102,423-16.1% | $199,593-57.0% |
| Participation rate | 86.0% | 86.3%-0.3pp | 76.5%+9.5pp | 72.0%+14.0pp |
| Annual return | 16.47% | 35.73%-19.3pp | 29.32%-12.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $1,902 | $3,603-47.2% | $3,023-37.1% | $3,034-37.3% |
| Participant deferral / active EE | $6,760 | $6,376+6.0% | $5,053+33.8% | $5,087+32.9% |
| Admin fee / account holder | $20 | $122-84.0% | $9,451-99.8% | $269-92.7% |