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 | $132,023 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,715 | $80,211-69.2% | $74,183-66.7% | $63,975-61.4% |
| Participation rate | 85.4% | 84.2%+1.2pp | 76.6%+8.7pp | 71.1%+14.2pp |
| Annual return | 10.55% | 14.13%-3.6pp | 17.74%-7.2pp | 48.65%-38.1pp |
| Employer contribution / active EE | $2,254 | $2,553-11.7% | $2,370-4.9% | $2,182+3.3% |
| Participant deferral / active EE | $1,509 | $4,370-65.5% | $3,550-57.5% | $3,356-55.0% |
| Admin fee / account holder | $68 | $67+1.4% | $5,586-98.8% | $70-3.2% |