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 | $8,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,805 | $87,870-35.4% | $113,168-49.8% | $74,304-23.6% |
| Participation rate | 91.3% | 70.7%+20.6pp | 76.6%+14.7pp | 60.3%+31.0pp |
| Annual return | 19.69% | 26.44%-6.7pp | 24.27%-4.6pp | 29.43%-9.7pp |
| Employer contribution / active EE | $3,117 | $2,277+36.9% | $2,975+4.8% | $2,241+39.1% |
| Participant deferral / active EE | $2,883 | $4,241-32.0% | $5,107-43.5% | $3,767-23.5% |
| Admin fee / account holder | $52 | $3,368-98.5% | $12,068-99.6% | $2,969-98.3% |