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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $15,621 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $197 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,002 | $155,795-75.0% | $136,294-71.4% | $69,631-44.0% |
| Participation rate | 95.4% | 75.2%+20.1pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 19.03% | 232464.33%-232445.3pp | 5155.94%-5136.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $4,313 | $2,991+44.2% | $4,695-8.1% | $2,032+112.2% |
| Participant deferral / active EE | $3,108 | $5,394-42.4% | $6,247-50.2% | $3,224-3.6% |
| Admin fee / account holder | $16 | $128-87.4% | $9,243-99.8% | $110-85.4% |