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 | $2,950 |
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 | $157,053 | $66,457+136.3% | $81,382+93.0% | $77,643+102.3% |
| Participation rate | 28.4% | 68.7%-40.4pp | 69.5%-41.1pp | 70.6%-42.2pp |
| Annual return | 16.77% | 15.93%+0.8pp | 24.73%-8.0pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,199 | $2,159-44.5% | $2,463-51.3% | $2,726-56.0% |
| Participant deferral / active EE | $2,303 | $3,679-37.4% | $3,883-40.7% | $4,647-50.4% |
| Admin fee / account holder | $18 | $583-96.8% | $5,768-99.7% | $430-95.7% |