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 | $6,896 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,117 | $129,021+165.2% | $184,203+85.7% | $77,643+340.6% |
| Participation rate | 98.7% | 87.3%+11.4pp | 86.8%+11.9pp | 70.6%+28.2pp |
| Annual return | 17.96% | 33.27%-15.3pp | 28.81%-10.9pp | 31.24%-13.3pp |
| Employer contribution / active EE | $6,900 | $4,413+56.4% | $6,427+7.4% | $2,726+153.1% |
| Participant deferral / active EE | $22,553 | $7,297+209.1% | $9,131+147.0% | $4,647+385.3% |
| Admin fee / account holder | $8 | $254-97.0% | $13,901-99.9% | $430-98.2% |