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 | $2,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,195 | $79,171-29.0% | $102,423-45.1% | $74,495-24.6% |
| Participation rate | 90.6% | 74.8%+15.8pp | 76.5%+14.1pp | 67.2%+23.4pp |
| Annual return | 14.92% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,373 | $2,362-41.9% | $3,023-54.6% | $2,623-47.6% |
| Participant deferral / active EE | $2,675 | $4,415-39.4% | $5,053-47.1% | $4,346-38.4% |
| Admin fee / account holder | $29 | $2,001-98.6% | $9,451-99.7% | $1,942-98.5% |