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 | $129,549 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $123 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,231 | $107,459-52.3% | $135,903-62.3% | $80,160-36.1% |
| Participation rate | 99.7% | 78.0%+21.7pp | 81.9%+17.8pp | 72.9%+26.8pp |
| Annual return | 19.59% | 91.91%-72.3pp | 68.23%-48.6pp | 40.38%-20.8pp |
| Employer contribution / active EE | $5,832 | $3,877+50.4% | $4,856+20.1% | $2,978+95.9% |
| Participant deferral / active EE | $4,719 | $8,195-42.4% | $7,758-39.2% | $5,017-5.9% |
| Admin fee / account holder | $77 | $127-39.1% | $10,762-99.3% | $145-46.7% |