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 | $8,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,802 | $79,171-37.1% | $102,423-51.4% | $74,495-33.1% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.3pp | 67.2%+14.5pp |
| Annual return | 16.73% | 54.93%-38.2pp | 29.32%-12.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,389 | $2,362+1.1% | $3,023-21.0% | $2,623-8.9% |
| Participant deferral / active EE | $2,410 | $4,415-45.4% | $5,053-52.3% | $4,346-44.5% |
| Admin fee / account holder | $51 | $2,001-97.5% | $9,451-99.5% | $1,942-97.4% |