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 | $81,675 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,489 | $66,457-1.5% | $81,382-19.5% | $77,643-15.7% |
| Participation rate | 90.1% | 68.7%+21.3pp | 69.5%+20.6pp | 70.6%+19.5pp |
| Annual return | 16.00% | 15.93%+0.1pp | 24.73%-8.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $4,572 | $2,159+111.7% | $2,463+85.6% | $2,726+67.7% |
| Participant deferral / active EE | $4,273 | $3,679+16.1% | $3,883+10.0% | $4,647-8.1% |
| Admin fee / account holder | $83 | $583-85.7% | $5,768-98.6% | $430-80.6% |