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 | $5,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,302 | $58,926+85.5% | $97,226+12.4% | $74,495+46.7% |
| Participation rate | 63.0% | 63.5%-0.5pp | 72.7%-9.7pp | 67.2%-4.2pp |
| Annual return | 14.94% | 16.04%-1.1pp | 75.13%-60.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,766 | $1,894+46.0% | $2,729+1.4% | $2,623+5.4% |
| Participant deferral / active EE | $4,197 | $3,664+14.6% | $4,264-1.6% | $4,346-3.4% |
| Admin fee / account holder | $29 | $1,974-98.5% | $5,654-99.5% | $1,942-98.5% |