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 | $7,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,331 | $86,929+86.7% | $102,423+58.5% | $80,856+100.8% |
| Participation rate | 93.7% | 72.4%+21.3pp | 76.5%+17.2pp | 67.6%+26.0pp |
| Annual return | 18.03% | 18.88%-0.9pp | 29.32%-11.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $3,287 | $2,369+38.7% | $3,023+8.7% | $2,755+19.3% |
| Participant deferral / active EE | $5,673 | $4,118+37.7% | $5,053+12.3% | $4,296+32.1% |
| Admin fee / account holder | $110 | $8,049-98.6% | $9,451-98.8% | $6,918-98.4% |