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 | $60,393 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,365 | $119,446-17.6% | $150,045-34.4% | $85,563+15.0% |
| Participation rate | 88.9% | 75.4%+13.4pp | 82.3%+6.5pp | 66.0%+22.9pp |
| Annual return | 18.74% | 23.72%-5.0pp | 62.55%-43.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $5,389 | $4,078+32.2% | $4,693+14.8% | $2,654+103.1% |
| Participant deferral / active EE | $10,080 | $7,985+26.2% | $7,997+26.0% | $4,375+130.4% |
| Admin fee / account holder | $175 | $548-68.1% | $13,435-98.7% | $834-79.1% |