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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.
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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 | $39,784 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,610 | $101,317-30.3% | $146,958-52.0% | $74,495-5.2% |
| Participation rate | 92.2% | 75.5%+16.7pp | 82.2%+10.0pp | 67.2%+25.0pp |
| Annual return | 14.35% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2 | $3,810-100.0% | $4,933-100.0% | $2,623-99.9% |
| Participant deferral / active EE | $12,784 | $7,303+75.0% | $8,070+58.4% | $4,346+194.2% |
| Admin fee / account holder | $142 | $1,739-91.8% | $12,998-98.9% | $1,942-92.7% |