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 | -$30,068 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,468 | $92,055+86.3% | $106,213+61.4% | $77,643+120.8% |
| Participation rate | 96.0% | 81.0%+14.9pp | 75.3%+20.7pp | 70.6%+25.4pp |
| Annual return | 16.67% | 17.91%-1.2pp | 116.14%-99.5pp | 31.24%-14.6pp |
| Employer contribution / active EE | $5,967 | $3,367+77.2% | $3,171+88.1% | $2,726+118.9% |
| Participant deferral / active EE | $9,661 | $5,386+79.4% | $5,016+92.6% | $4,647+107.9% |
| Admin fee / account holder | -$74 | $219-133.8% | $11,033-100.7% | $430-117.2% |