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 | $2,250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,614 | $59,417+8.7% | $93,606-31.0% | $74,495-13.3% |
| Participation rate | 90.7% | 59.7%+31.1pp | 68.7%+22.0pp | 67.2%+23.5pp |
| Annual return | 11.37% | 81.83%-70.5pp | 133.20%-121.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,056 | $1,264+62.7% | $2,420-15.0% | $2,623-21.6% |
| Participant deferral / active EE | $3,361 | $3,050+10.2% | $4,411-23.8% | $4,346-22.7% |
| Admin fee / account holder | $19 | $3,021-99.4% | $8,285-99.8% | $1,942-99.0% |