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 | $2,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,892 | $79,171+8.5% | $102,423-16.1% | $74,495+15.3% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.8pp | 67.2%+32.0pp |
| Annual return | 12.17% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,398 | $2,362+1.5% | $3,023-20.7% | $2,623-8.6% |
| Participant deferral / active EE | $9,655 | $4,415+118.7% | $5,053+91.1% | $4,346+122.2% |
| Admin fee / account holder | $11 | $2,001-99.4% | $9,451-99.9% | $1,942-99.4% |