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 | $109,400 |
Service code 16 · EIN 36-4291971 | Consulting | $59,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,157 | $122,186-16.4% | $146,958-30.5% | $199,593-48.8% |
| Participation rate | 80.3% | 78.3%+2.0pp | 82.2%-1.9pp | 72.0%+8.3pp |
| Annual return | 21.14% | 30.56%-9.4pp | 418.34%-397.2pp | 34.25%-13.1pp |
| Employer contribution / active EE | $4,075 | $4,093-0.4% | $4,933-17.4% | $3,034+34.3% |
| Participant deferral / active EE | $9,254 | $8,502+8.8% | $8,070+14.7% | $5,087+81.9% |
| Admin fee / account holder | $110 | $179-38.5% | $12,998-99.2% | $269-59.1% |