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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,564 | $88,634+77.8% | $101,326+55.5% | $74,304+112.1% |
| Participation rate | 95.0% | 76.9%+18.1pp | 81.5%+13.5pp | 60.3%+34.7pp |
| Annual return | 17.95% | 33.10%-15.1pp | 36.82%-18.9pp | 29.43%-11.5pp |
| Employer contribution / active EE | $5,642 | $2,930+92.5% | $3,665+53.9% | $2,241+151.7% |
| Participant deferral / active EE | $12,538 | $7,322+71.2% | $7,994+56.8% | $3,767+232.8% |
| Admin fee / account holder | $49 | $2,425-98.0% | $11,185-99.6% | $2,969-98.3% |