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 | $5,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,919 | $79,171-5.4% | $102,423-26.9% | $74,495+0.6% |
| Participation rate | 92.3% | 74.8%+17.5pp | 76.5%+15.8pp | 67.2%+25.1pp |
| Annual return | 15.26% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,370 | $2,362+0.3% | $3,023-21.6% | $2,623-9.6% |
| Participant deferral / active EE | $2,370 | $4,415-46.3% | $5,053-53.1% | $4,346-45.5% |
| Admin fee / account holder | $36 | $2,001-98.2% | $9,451-99.6% | $1,942-98.1% |