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 | $53,711 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,708 | $131,799-3.1% | $200,582-36.3% | $85,563+49.3% |
| Participation rate | 80.6% | 87.9%-7.4pp | 86.9%-6.3pp | 66.0%+14.6pp |
| Annual return | 20.11% | 21.59%-1.5pp | 42.33%-22.2pp | 31.51%-11.4pp |
| Employer contribution / active EE | $3,442 | $4,532-24.0% | $6,419-46.4% | $2,654+29.7% |
| Participant deferral / active EE | $5,111 | $7,702-33.6% | $9,331-45.2% | $4,375+16.8% |
| Admin fee / account holder | $69 | $235-70.5% | $16,305-99.6% | $834-91.7% |