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 60 · EIN 04-2647786 | Sub-TA Fees | $4,014 |
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 | $57,413 | $84,556-32.1% | $116,228-50.6% | $74,304-22.7% |
| Participation rate | 90.0% | 66.0%+24.0pp | 74.6%+15.4pp | 60.3%+29.7pp |
| Annual return | 19.05% | 18.35%+0.7pp | 90.06%-71.0pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,722 | $2,168-20.6% | $2,994-42.5% | $2,241-23.2% |
| Participant deferral / active EE | $4,796 | $3,814+25.7% | $4,953-3.2% | $3,767+27.3% |
| Admin fee / account holder | $36 | $3,792-99.0% | $11,989-99.7% | $2,969-98.8% |