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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $47,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,558 | $56,485-61.8% | $185,823-88.4% | $86,799-75.2% |
| Participation rate | 58.9% | 65.5%-6.6pp | 81.7%-22.8pp | 72.3%-13.4pp |
| Annual return | 16.08% | 118.04%-102.0pp | 122.05%-106.0pp | 97.91%-81.8pp |
| Employer contribution / active EE | $715 | $1,843-61.2% | $5,167-86.2% | $2,405-70.3% |
| Participant deferral / active EE | $2,306 | $2,553-9.7% | $5,568-58.6% | $4,131-44.2% |
| Admin fee / account holder | $52 | $150-65.0% | $16,237-99.7% | $170-69.1% |