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 | $190,225 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,567 | $82,202-48.2% | $125,339-66.0% | $64,808-34.3% |
| Participation rate | 99.9% | 77.9%+22.0pp | 82.4%+17.5pp | 71.5%+28.4pp |
| Annual return | -15.98% | 3.48%-19.5pp | 572.05%-588.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $5,424 | $3,615+50.0% | $4,814+12.7% | $2,506+116.5% |
| Participant deferral / active EE | $4,573 | $7,175-36.3% | $7,446-38.6% | $4,310+6.1% |
| Admin fee / account holder | $122 | $163-25.3% | $10,010-98.8% | $188-35.1% |