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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,772 | $101,317-52.8% | $146,958-67.5% | $74,495-35.9% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.2%+9.1pp | 67.2%+24.0pp |
| Annual return | 15.24% | 8730.91%-8715.7pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,757 | $3,810-27.6% | $4,933-44.1% | $2,623+5.1% |
| Participant deferral / active EE | $7,426 | $7,303+1.7% | $8,070-8.0% | $4,346+70.9% |
| Admin fee / account holder | $22 | $1,739-98.7% | $12,998-99.8% | $1,942-98.8% |