Filed May 22, 2023
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,353 | $87,870+121.2% | $113,168+71.7% | $74,304+161.6% |
| Participation rate | 96.7% | 70.7%+25.9pp | 76.6%+20.1pp | 60.3%+36.3pp |
| Annual return | 17.40% | 26.44%-9.0pp | 24.27%-6.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $4,933 | $2,277+116.7% | $2,975+65.8% | $2,241+120.1% |
| Participant deferral / active EE | $9,668 | $4,241+128.0% | $5,107+89.3% | $3,767+156.6% |
| Admin fee / account holder | -$52 | $3,368-101.6% | $12,068-100.4% | $2,969-101.8% |