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 |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $165,677 |
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $93 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,774 | $145,877-46.7% | $150,045-48.2% | $102,872-24.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 82.3%+17.7pp | 73.0%+27.0pp |
| Annual return | 18.19% | 21.37%-3.2pp | 62.55%-44.4pp | 19.06%-0.9pp |
| Employer contribution / active EE | $7,075 | $4,710+50.2% | $4,693+50.8% | $3,526+100.6% |
| Participant deferral / active EE | $5,700 | $9,491-39.9% | $7,997-28.7% | $5,535+3.0% |
| Admin fee / account holder | $97 | $176-45.1% | $13,435-99.3% | $292-66.9% |