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 | $4,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,285 | $78,485-1.5% | $106,213-27.2% | $74,495+3.7% |
| Participation rate | 92.6% | 72.8%+19.7pp | 75.3%+17.3pp | 67.2%+25.4pp |
| Annual return | 19.41% | 15.95%+3.5pp | 116.14%-96.7pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $3,035 | $2,523+20.3% | $3,171-4.3% | $2,623+15.7% |
| Participant deferral / active EE | $4,389 | $4,322+1.5% | $5,016-12.5% | $4,346+1.0% |
| Admin fee / account holder | $23 | $2,232-99.0% | $11,033-99.8% | $1,942-98.8% |