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 INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $11,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,088 | $47,126+78.4% | $149,673-43.8% | $74,419+13.0% |
| Participation rate | 77.0% | 63.4%+13.6pp | 78.8%-1.7pp | 70.7%+6.3pp |
| Annual return | 16.90% | 22.75%-5.9pp | 134.42%-117.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $3,658 | $1,905+92.0% | $4,818-24.1% | $2,637+38.7% |
| Participant deferral / active EE | $3,867 | $2,728+41.8% | $5,680-31.9% | $4,528-14.6% |
| Admin fee / account holder | $50 | $343-85.4% | $13,210-99.6% | $348-85.6% |