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 | $11,379 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,906 | $79,171-50.9% | $102,423-62.0% | $74,495-47.8% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 10.51% | 54.93%-44.4pp | 29.32%-18.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $996 | $2,362-57.9% | $3,023-67.1% | $2,623-62.0% |
| Participant deferral / active EE | $2,508 | $4,415-43.2% | $5,053-50.4% | $4,346-42.3% |
| Admin fee / account holder | $39 | $2,001-98.1% | $9,451-99.6% | $1,942-98.0% |