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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,291 | $55,371+8.9% | $95,585-36.9% | $74,304-18.9% |
| Participation rate | 69.3% | 53.8%+15.5pp | 72.1%-2.8pp | 60.3%+9.0pp |
| Annual return | 19.11% | 24.26%-5.2pp | 38.56%-19.5pp | 29.43%-10.3pp |
| Employer contribution / active EE | $756 | $1,437-47.4% | $2,527-70.1% | $2,241-66.3% |
| Participant deferral / active EE | $2,519 | $2,955-14.8% | $4,023-37.4% | $3,767-33.1% |
| Admin fee / account holder | $55 | $2,620-97.9% | $6,127-99.1% | $2,969-98.2% |