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 Service code 37 · EIN 04-2647786 | Loan Processing | $35,622 |
MORGAN STANLEY SMITH BARNEY5 years Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,455 | $80,724-2.8% | $103,333-24.1% | $74,495+5.3% |
| Participation rate | 69.4% | 65.7%+3.8pp | 74.5%-5.1pp | 67.2%+2.2pp |
| Annual return | 13.19% | 27.56%-14.4pp | 24.88%-11.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,798 | $3,157-43.1% | $3,868-53.5% | $2,623-31.5% |
| Participant deferral / active EE | $5,288 | $3,860+37.0% | $5,057+4.6% | $4,346+21.7% |
| Admin fee / account holder | $274 | $2,368-88.4% | $8,355-96.7% | $1,942-85.9% |