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 | $17,344 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $6,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,207 | $59,054-11.6% | $97,226-46.3% | $77,643-32.8% |
| Participation rate | 92.7% | 67.9%+24.8pp | 72.7%+20.0pp | 70.6%+22.1pp |
| Annual return | 15.91% | 16.96%-1.0pp | 75.13%-59.2pp | 31.24%-15.3pp |
| Employer contribution / active EE | $12 | $1,742-99.3% | $2,729-99.6% | $2,726-99.6% |
| Participant deferral / active EE | $10,380 | $3,930+164.1% | $4,264+143.5% | $4,647+123.4% |
| Admin fee / account holder | $47 | $346-86.5% | $5,654-99.2% | $430-89.1% |