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 | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,151 | $80,673+104.7% | $101,326+63.0% | $84,808+94.7% |
| Participation rate | 78.6% | 77.8%+0.8pp | 81.5%-2.9pp | 68.3%+10.3pp |
| Annual return | 20.42% | 38.95%-18.5pp | 36.82%-16.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,663 | $2,698+35.8% | $3,665-0.1% | $2,631+39.2% |
| Participant deferral / active EE | $17,149 | $6,840+150.7% | $7,994+114.5% | $4,212+307.2% |
| Admin fee / account holder | $4 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |