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 | $43,589 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,761 | $106,028-19.1% | $146,958-41.6% | $77,643+10.5% |
| Participation rate | 82.2% | 78.4%+3.8pp | 82.2%0pp | 70.6%+11.6pp |
| Annual return | 16.34% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,550 | $4,063-61.9% | $4,933-68.6% | $2,726-43.1% |
| Participant deferral / active EE | $7,475 | $7,990-6.4% | $8,070-7.4% | $4,647+60.8% |
| Admin fee / account holder | $71 | $337-79.0% | $12,998-99.5% | $430-83.6% |