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 |
|---|---|---|
Service code 55 · EIN 42-1445429 | Other Commissions | $19,141 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,494 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,422 | $79,171-17.4% | $102,423-36.1% | $74,495-12.2% |
| Participation rate | 73.8% | 74.8%-1.0pp | 76.5%-2.7pp | 67.2%+6.6pp |
| Annual return | 15.68% | 54.93%-39.3pp | 29.32%-13.6pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,775 | $2,362-24.8% | $3,023-41.3% | $2,623-32.3% |
| Participant deferral / active EE | $2,202 | $4,415-50.1% | $5,053-56.4% | $4,346-49.3% |
| Admin fee / account holder | $19 | $2,001-99.1% | $9,451-99.8% | $1,942-99.0% |