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 | $31,608 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,213 | $80,724-3.1% | $103,333-24.3% | $74,495+5.0% |
| Participation rate | 82.0% | 65.7%+16.3pp | 74.5%+7.5pp | 67.2%+14.8pp |
| Annual return | 11.84% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,749 | $3,157-12.9% | $3,868-28.9% | $2,623+4.8% |
| Participant deferral / active EE | $4,529 | $3,860+17.3% | $5,057-10.4% | $4,346+4.2% |
| Admin fee / account holder | $179 | $2,368-92.5% | $8,355-97.9% | $1,942-90.8% |