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 | $51,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,485 | $131,799-13.9% | $200,582-43.4% | $85,563+32.6% |
| Participation rate | 97.4% | 87.9%+9.5pp | 86.9%+10.5pp | 66.0%+31.5pp |
| Annual return | 17.21% | 21.59%-4.4pp | 42.33%-25.1pp | 31.51%-14.3pp |
| Employer contribution / active EE | $5,867 | $4,532+29.4% | $6,419-8.6% | $2,654+121.1% |
| Participant deferral / active EE | $6,182 | $7,702-19.7% | $9,331-33.7% | $4,375+41.3% |
| Admin fee / account holder | $71 | $235-69.8% | $16,305-99.6% | $834-91.5% |