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 | $45,891 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,222 | $98,727-36.0% | $113,168-44.1% | $85,563-26.1% |
| Participation rate | 91.2% | 80.8%+10.4pp | 76.6%+14.7pp | 66.0%+25.3pp |
| Annual return | 17.57% | 17.43%+0.1pp | 24.27%-6.7pp | 31.51%-13.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,302 | $5,424-2.3% | $5,107+3.8% | $4,375+21.2% |
| Admin fee / account holder | $115 | $357-67.6% | $12,068-99.0% | $834-86.2% |