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 | $41,960 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $32,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,492 | $92,055-46.2% | $106,213-53.4% | $77,643-36.3% |
| Participation rate | 78.9% | 81.0%-2.1pp | 75.3%+3.7pp | 70.6%+8.4pp |
| Annual return | 13.09% | 17.91%-4.8pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,100 | $3,367-37.6% | $3,171-33.8% | $2,726-23.0% |
| Participant deferral / active EE | $3,765 | $5,386-30.1% | $5,016-24.9% | $4,647-19.0% |
| Admin fee / account holder | $192 | $219-12.5% | $11,033-98.3% | $430-55.5% |