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 | $5,655 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $259,248 | $79,700+225.3% | $153,485+68.9% | $74,495+248.0% |
| Participation rate | 99.0% | 69.8%+29.2pp | 77.1%+21.9pp | 67.2%+31.8pp |
| Annual return | 13.15% | 15.07%-1.9pp | 15.65%-2.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $6,356 | $4,016+58.3% | $5,039+26.1% | $2,623+142.3% |
| Participant deferral / active EE | $11,081 | $5,315+108.5% | $6,757+64.0% | $4,346+155.0% |
| Admin fee / account holder | $44 | $1,790-97.6% | $12,724-99.7% | $1,942-97.7% |