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 | $2,606 |
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 | $132,086 | $29,548+347.0% | $56,411+134.1% | $77,643+70.1% |
| Participation rate | 20.0% | 32.7%-12.6pp | 52.5%-32.4pp | 70.6%-50.5pp |
| Annual return | 24.20% | 19.01%+5.2pp | 1701.33%-1677.1pp | 31.24%-7.0pp |
| Employer contribution / active EE | $473 | $568-16.7% | $1,039-54.5% | $2,726-82.6% |
| Participant deferral / active EE | $879 | $1,061-17.2% | $1,952-55.0% | $4,647-81.1% |
| Admin fee / account holder | $17 | $1,046-98.4% | $2,829-99.4% | $430-96.1% |