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 | $531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,687 | $101,724+113.0% | $164,813+31.5% | $80,856+168.0% |
| Participation rate | 89.4% | 71.8%+17.5pp | 78.6%+10.8pp | 67.6%+21.7pp |
| Annual return | 16.20% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,365 | $2,953+13.9% | $4,341-22.5% | $2,755+22.2% |
| Participant deferral / active EE | $10,183 | $4,477+127.4% | $6,031+68.8% | $4,296+137.1% |
| Admin fee / account holder | $5 | $8,227-99.9% | $12,690-100.0% | $6,918-99.9% |