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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.
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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 | $550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,498 | $102,317-7.6% | $146,958-35.7% | $80,856+16.9% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 20.18% | 134.76%-114.6pp | 418.34%-398.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $56 | $3,713-98.5% | $4,933-98.9% | $2,755-98.0% |
| Participant deferral / active EE | $14,031 | $6,644+111.2% | $8,070+73.9% | $4,296+226.6% |
| Admin fee / account holder | $5 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |