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 | $4,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,226 | $88,890+87.0% | $102,423+62.3% | $77,643+114.1% |
| Participation rate | 89.8% | 80.9%+8.8pp | 76.5%+13.3pp | 70.6%+19.2pp |
| Annual return | 19.02% | 24.98%-6.0pp | 29.32%-10.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $2,468 | $2,698-8.5% | $3,023-18.4% | $2,726-9.4% |
| Participant deferral / active EE | $9,530 | $5,145+85.2% | $5,053+88.6% | $4,647+105.1% |
| Admin fee / account holder | $13 | $235-94.3% | $9,451-99.9% | $430-96.9% |