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 | $15,799 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,972 | $59,417-10.8% | $93,606-43.4% | $74,495-28.9% |
| Participation rate | 80.8% | 59.7%+21.1pp | 68.7%+12.0pp | 67.2%+13.6pp |
| Annual return | 17.78% | 81.83%-64.1pp | 133.20%-115.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $1,497 | $1,264+18.5% | $2,420-38.1% | $2,623-42.9% |
| Participant deferral / active EE | $3,495 | $3,050+14.6% | $4,411-20.8% | $4,346-19.6% |
| Admin fee / account holder | $76 | $3,021-97.5% | $8,285-99.1% | $1,942-96.1% |