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 | $3,069 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,597 | $78,485+111.0% | $106,213+55.9% | $74,495+122.3% |
| Participation rate | 70.9% | 72.8%-1.9pp | 75.3%-4.4pp | 67.2%+3.7pp |
| Annual return | 13.10% | 15.95%-2.8pp | 116.14%-103.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $4,127 | $2,523+63.6% | $3,171+30.1% | $2,623+57.3% |
| Participant deferral / active EE | $4,253 | $4,322-1.6% | $5,016-15.2% | $4,346-2.1% |
| Admin fee / account holder | $41 | $2,232-98.2% | $11,033-99.6% | $1,942-97.9% |