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 | -$93,540 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $930,699 | $101,317+818.6% | $146,958+533.3% | $74,495+1149.4% |
| Participation rate | 86.1% | 75.5%+10.5pp | 82.2%+3.9pp | 67.2%+18.9pp |
| Annual return | 31.08% | 8730.91%-8699.8pp | 418.34%-387.3pp | 1364.94%-1333.9pp |
| Employer contribution / active EE | $22,667 | $3,810+494.9% | $4,933+359.5% | $2,623+764.2% |
| Participant deferral / active EE | $15,224 | $7,303+108.5% | $8,070+88.7% | $4,346+250.3% |
| Admin fee / account holder | -$446 | $1,739-125.7% | $12,998-103.4% | $1,942-123.0% |