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. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,394 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,087 | $121,341+47.6% | $189,513-5.5% | $79,386+125.6% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.8%+4.8pp | 70.7%+21.9pp |
| Annual return | 20.45% | 21.08%-0.6pp | 555.15%-534.7pp | 116.85%-96.4pp |
| Employer contribution / active EE | $8,420 | $3,915+115.1% | $6,162+36.7% | $2,427+246.9% |
| Participant deferral / active EE | $15,572 | $6,395+143.5% | $8,221+89.4% | $4,046+284.9% |
| Admin fee / account holder | $9 | $651-98.6% | $12,045-99.9% | $626-98.6% |