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 | $2,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,757 | $84,556+72.4% | $116,228+25.4% | $74,304+96.2% |
| Participation rate | 89.5% | 66.0%+23.5pp | 74.6%+15.0pp | 60.3%+29.2pp |
| Annual return | 16.88% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.5pp |
| Employer contribution / active EE | $6,320 | $2,168+191.6% | $2,994+111.1% | $2,241+182.0% |
| Participant deferral / active EE | $7,096 | $3,814+86.0% | $4,953+43.3% | $3,767+88.4% |
| Admin fee / account holder | $31 | $3,792-99.2% | $11,989-99.7% | $2,969-99.0% |