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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,807 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,892 | $100,923+151.6% | $150,045+69.2% | $74,304+241.7% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.3%+9.9pp | 60.3%+31.9pp |
| Annual return | 18.41% | 51.77%-33.4pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $4,042 | $3,463+16.7% | $4,693-13.9% | $2,241+80.4% |
| Participant deferral / active EE | $10,011 | $6,709+49.2% | $7,997+25.2% | $3,767+165.7% |
| Admin fee / account holder | $43 | $2,767-98.5% | $13,435-99.7% | $2,969-98.6% |