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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.
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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 | $1,353 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,560 | $79,171-39.9% | $102,423-53.6% | $74,495-36.2% |
| Participation rate | 79.8% | 74.8%+5.0pp | 76.5%+3.3pp | 67.2%+12.6pp |
| Annual return | 17.63% | 54.93%-37.3pp | 29.32%-11.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,101 | $2,362-53.4% | $3,023-63.6% | $2,623-58.0% |
| Participant deferral / active EE | $947 | $4,415-78.6% | $5,053-81.3% | $4,346-78.2% |
| Admin fee / account holder | $11 | $2,001-99.4% | $9,451-99.9% | $1,942-99.4% |