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 | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,426 | $79,171+172.1% | $102,423+110.3% | $74,495+189.2% |
| Participation rate | 59.8% | 74.8%-15.0pp | 76.5%-16.7pp | 67.2%-7.4pp |
| Annual return | 20.20% | 54.93%-34.7pp | 29.32%-9.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $2,047 | $2,362-13.3% | $3,023-32.3% | $2,623-22.0% |
| Participant deferral / active EE | $4,268 | $4,415-3.3% | $5,053-15.5% | $4,346-1.8% |
| Admin fee / account holder | $21 | $2,001-99.0% | $9,451-99.8% | $1,942-98.9% |