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 60 · EIN 04-2647786 | Sub-TA Fees | $21,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,138 | $92,055+16.4% | $106,213+0.9% | $77,643+38.0% |
| Participation rate | 93.4% | 81.0%+12.4pp | 75.3%+18.2pp | 70.6%+22.9pp |
| Annual return | 15.19% | 17.91%-2.7pp | 116.14%-101.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,707 | $3,367-19.6% | $3,171-14.6% | $2,726-0.7% |
| Participant deferral / active EE | $6,220 | $5,386+15.5% | $5,016+24.0% | $4,647+33.8% |
| Admin fee / account holder | $50 | $219-77.3% | $11,033-99.5% | $430-88.5% |