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 15 · EIN 04-2647786 | Recordkeeping | $69,844 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $502,446 | $64,768+675.8% | $76,190+559.5% | $77,643+547.1% |
| Participation rate | 97.5% | 72.6%+24.9pp | 79.3%+18.3pp | 70.6%+27.0pp |
| Annual return | 17.14% | 13.90%+3.2pp | 13.78%+3.4pp | 31.24%-14.1pp |
| Employer contribution / active EE | $14,525 | $2,747+428.7% | $4,578+217.3% | $2,726+432.9% |
| Participant deferral / active EE | $22,656 | $3,709+510.8% | $5,474+313.9% | $4,647+387.5% |
| Admin fee / account holder | $60 | $1,025-94.1% | $5,123-98.8% | $430-86.0% |