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 | $156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,096 | $61,774+36.1% | $97,226-13.5% | $80,856+4.0% |
| Participation rate | 93.6% | 63.5%+30.1pp | 72.7%+20.9pp | 67.6%+26.0pp |
| Annual return | 12.40% | -557.90%+570.3pp | 75.13%-62.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,686 | $1,837+155.1% | $2,729+71.7% | $2,755+70.1% |
| Participant deferral / active EE | $7,958 | $3,029+162.7% | $4,264+86.6% | $4,296+85.2% |
| Admin fee / account holder | $13 | $5,166-99.7% | $5,654-99.8% | $6,918-99.8% |