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 | $88,956 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,039 | $104,919+240.3% | $116,228+207.2% | $85,563+317.3% |
| Participation rate | 98.8% | 78.6%+20.2pp | 74.6%+24.3pp | 66.0%+32.9pp |
| Annual return | 16.37% | 15.38%+1.0pp | 90.06%-73.7pp | 31.51%-15.1pp |
| Employer contribution / active EE | $14,593 | $3,485+318.7% | $2,994+387.3% | $2,654+449.9% |
| Participant deferral / active EE | $19,818 | $5,306+273.5% | $4,953+300.1% | $4,375+353.0% |
| Admin fee / account holder | $146 | $429-65.9% | $11,989-98.8% | $834-82.5% |