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 | $164,741 |
EQUITABLE ADVISORS LLC5 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 | $62,121 | $122,186-49.2% | $146,958-57.7% | $199,593-68.9% |
| Participation rate | 99.9% | 78.3%+21.6pp | 82.2%+17.8pp | 72.0%+27.9pp |
| Annual return | 16.60% | 30.56%-14.0pp | 418.34%-401.7pp | 34.25%-17.7pp |
| Employer contribution / active EE | $6,498 | $4,093+58.8% | $4,933+31.7% | $3,034+114.2% |
| Participant deferral / active EE | $5,169 | $8,502-39.2% | $8,070-36.0% | $5,087+1.6% |
| Admin fee / account holder | $95 | $179-47.0% | $12,998-99.3% | $269-64.8% |