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 | $10,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,869 | $88,890-56.3% | $102,423-62.1% | $77,643-49.9% |
| Participation rate | 89.1% | 80.9%+8.1pp | 76.5%+12.6pp | 70.6%+18.5pp |
| Annual return | 15.60% | 24.98%-9.4pp | 29.32%-13.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,096 | $2,698-59.4% | $3,023-63.7% | $2,726-59.8% |
| Participant deferral / active EE | $3,604 | $5,145-30.0% | $5,053-28.7% | $4,647-22.4% |
| Admin fee / account holder | $31 | $235-86.9% | $9,451-99.7% | $430-92.8% |