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 | $21,871 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,152 | $101,317+9.7% | $146,958-24.4% | $74,495+49.2% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 16.75% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,698 | $3,810-55.4% | $4,933-65.6% | $2,623-35.3% |
| Participant deferral / active EE | $8,948 | $7,303+22.5% | $8,070+10.9% | $4,346+105.9% |
| Admin fee / account holder | $69 | $1,739-96.0% | $12,998-99.5% | $1,942-96.4% |