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 | $69,612 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $59,055 |
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 | $64,009 | $82,917-22.8% | $103,333-38.1% | $77,643-17.6% |
| Participation rate | 54.0% | 71.6%-17.6pp | 74.5%-20.5pp | 70.6%-16.6pp |
| Annual return | 19.33% | 19.13%+0.2pp | 24.88%-5.6pp | 31.24%-11.9pp |
| Employer contribution / active EE | $1,402 | $3,552-60.5% | $3,868-63.8% | $2,726-48.6% |
| Participant deferral / active EE | $3,201 | $4,108-22.1% | $5,057-36.7% | $4,647-31.1% |
| Admin fee / account holder | $211 | $638-66.9% | $8,355-97.5% | $430-50.9% |