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 | $14,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,115 | $129,021-3.0% | $184,203-32.1% | $77,643+61.1% |
| Participation rate | 97.5% | 87.3%+10.1pp | 86.8%+10.6pp | 70.6%+26.9pp |
| Annual return | 16.78% | 33.27%-16.5pp | 28.81%-12.0pp | 31.24%-14.5pp |
| Employer contribution / active EE | $6,917 | $4,413+56.8% | $6,427+7.6% | $2,726+153.8% |
| Participant deferral / active EE | $11,605 | $7,297+59.0% | $9,131+27.1% | $4,647+149.7% |
| Admin fee / account holder | $28 | $254-88.9% | $13,901-99.8% | $430-93.4% |