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 | $8,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,565 | $50,815+34.9% | $155,509-55.9% | $77,643-11.7% |
| Participation rate | 44.0% | 63.1%-19.1pp | 78.2%-34.2pp | 70.6%-26.6pp |
| Annual return | 18.65% | 34.80%-16.2pp | 64.67%-46.0pp | 31.24%-12.6pp |
| Employer contribution / active EE | $1,510 | $1,993-24.2% | $4,672-67.7% | $2,726-44.6% |
| Participant deferral / active EE | $2,859 | $2,822+1.3% | $5,626-49.2% | $4,647-38.5% |
| Admin fee / account holder | $35 | $437-92.1% | $15,912-99.8% | $430-91.9% |