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 | $5,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,710 | $129,021+0.5% | $184,203-29.6% | $77,643+67.1% |
| Participation rate | 85.2% | 87.3%-2.1pp | 86.8%-1.6pp | 70.6%+14.6pp |
| Annual return | 16.64% | 33.27%-16.6pp | 28.81%-12.2pp | 31.24%-14.6pp |
| Employer contribution / active EE | $4,129 | $4,413-6.4% | $6,427-35.8% | $2,726+51.5% |
| Participant deferral / active EE | $11,750 | $7,297+61.0% | $9,131+28.7% | $4,647+152.8% |
| Admin fee / account holder | $9 | $254-96.5% | $13,901-99.9% | $430-97.9% |