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 | $60,433 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,864 | $106,028-18.1% | $146,958-40.9% | $77,643+11.9% |
| Participation rate | 89.1% | 78.4%+10.7pp | 82.2%+6.9pp | 70.6%+18.5pp |
| Annual return | 20.45% | 56.73%-36.3pp | 418.34%-397.9pp | 31.24%-10.8pp |
| Employer contribution / active EE | $5,681 | $4,063+39.8% | $4,933+15.2% | $2,726+108.4% |
| Participant deferral / active EE | $10,360 | $7,990+29.7% | $8,070+28.4% | $4,647+122.9% |
| Admin fee / account holder | $186 | $337-44.9% | $12,998-98.6% | $430-56.8% |