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 | $33,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,690 | $86,944+50.3% | $107,525+21.5% | $74,304+75.9% |
| Participation rate | 96.1% | 59.6%+36.5pp | 75.1%+21.0pp | 60.3%+35.7pp |
| Annual return | 15.70% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $4,986 | $2,757+80.8% | $3,754+32.8% | $2,241+122.5% |
| Participant deferral / active EE | $5,889 | $3,554+65.7% | $5,116+15.1% | $3,767+56.3% |
| Admin fee / account holder | $240 | $3,727-93.6% | $8,919-97.3% | $2,969-91.9% |