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 | $5,351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,772 | $101,317-43.0% | $146,958-60.7% | $74,495-22.4% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.2%+16.8pp | 67.2%+31.7pp |
| Annual return | 16.57% | 8730.91%-8714.3pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,653 | $3,810-56.6% | $4,933-66.5% | $2,623-37.0% |
| Participant deferral / active EE | $4,825 | $7,303-33.9% | $8,070-40.2% | $4,346+11.0% |
| Admin fee / account holder | $24 | $1,739-98.6% | $12,998-99.8% | $1,942-98.8% |