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 | $22,678 |
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $13,333 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,071 | $54,517-41.2% | $75,972-57.8% | $74,495-56.9% |
| Participation rate | 85.2% | 60.3%+24.9pp | 69.1%+16.2pp | 67.2%+18.0pp |
| Annual return | 7.98% | 31.82%-23.8pp | 359.55%-351.6pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $512 | $1,777-71.2% | $2,685-80.9% | $2,623-80.5% |
| Participant deferral / active EE | $2,980 | $3,066-2.8% | $4,255-30.0% | $4,346-31.4% |
| Admin fee / account holder | $186 | $2,229-91.7% | $6,467-97.1% | $1,942-90.4% |