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 | $22,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,821 | $84,030-41.9% | $126,539-61.4% | $102,872-52.5% |
| Participation rate | 81.0% | 58.3%+22.7pp | 69.8%+11.2pp | 73.0%+8.0pp |
| Annual return | 20.25% | 17.79%+2.5pp | 425.95%-405.7pp | 19.06%+1.2pp |
| Employer contribution / active EE | $1,865 | $3,287-43.3% | $3,674-49.2% | $3,526-47.1% |
| Participant deferral / active EE | $3,969 | $3,749+5.9% | $4,083-2.8% | $5,535-28.3% |
| Admin fee / account holder | $12 | $299-96.1% | $6,065-99.8% | $292-96.0% |