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 | $35,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,760 | $129,021-10.3% | $184,203-37.2% | $77,643+49.1% |
| Participation rate | 92.4% | 87.3%+5.1pp | 86.8%+5.6pp | 70.6%+21.8pp |
| Annual return | 16.68% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.6pp |
| Employer contribution / active EE | $2,699 | $4,413-38.8% | $6,427-58.0% | $2,726-1.0% |
| Participant deferral / active EE | $6,483 | $7,297-11.2% | $9,131-29.0% | $4,647+39.5% |
| Admin fee / account holder | $32 | $254-87.4% | $13,901-99.8% | $430-92.5% |