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 | $2,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,918 | $86,929+12.6% | $102,423-4.4% | $80,856+21.1% |
| Participation rate | 76.8% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.2pp |
| Annual return | 16.00% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,569 | $2,369+50.6% | $3,023+18.0% | $2,755+29.5% |
| Participant deferral / active EE | $5,486 | $4,118+33.2% | $5,053+8.6% | $4,296+27.7% |
| Admin fee / account holder | $79 | $8,049-99.0% | $9,451-99.2% | $6,918-98.9% |