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 | $61,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,762 | $92,055+156.1% | $106,213+122.0% | $77,643+203.7% |
| Participation rate | 99.1% | 81.0%+18.1pp | 75.3%+23.9pp | 70.6%+28.6pp |
| Annual return | 18.70% | 17.91%+0.8pp | 116.14%-97.4pp | 31.24%-12.5pp |
| Employer contribution / active EE | $8,387 | $3,367+149.1% | $3,171+164.5% | $2,726+207.7% |
| Participant deferral / active EE | $12,470 | $5,386+131.5% | $5,016+148.6% | $4,647+168.3% |
| Admin fee / account holder | $96 | $219-55.9% | $11,033-99.1% | $430-77.6% |