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 | $2,992 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,361 | $101,317+1.0% | $146,958-30.3% | $74,495+37.4% |
| Participation rate | 74.0% | 75.5%-1.5pp | 82.2%-8.1pp | 67.2%+6.8pp |
| Annual return | 18.12% | 8730.91%-8712.8pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $2,770 | $3,810-27.3% | $4,933-43.8% | $2,623+5.6% |
| Participant deferral / active EE | $8,445 | $7,303+15.6% | $8,070+4.6% | $4,346+94.3% |
| Admin fee / account holder | $23 | $1,739-98.7% | $12,998-99.8% | $1,942-98.8% |