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 | $7,629 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,833 | $96,484+51.1% | $156,263-6.7% | $74,304+96.3% |
| Participation rate | 93.0% | 67.7%+25.3pp | 78.9%+14.1pp | 60.3%+32.6pp |
| Annual return | 16.33% | 17.73%-1.4pp | 59.47%-43.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,421 | $2,528-43.8% | $4,333-67.2% | $2,241-36.6% |
| Participant deferral / active EE | $8,231 | $4,286+92.0% | $6,158+33.7% | $3,767+118.5% |
| Admin fee / account holder | $49 | $3,728-98.7% | $14,255-99.7% | $2,969-98.4% |