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 | $85,939 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $41,250 |
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 | $112,053 | $122,186-8.3% | $146,958-23.8% | $199,593-43.9% |
| Participation rate | 95.0% | 78.3%+16.7pp | 82.2%+12.8pp | 72.0%+23.0pp |
| Annual return | 18.11% | 30.56%-12.4pp | 418.34%-400.2pp | 34.25%-16.1pp |
| Employer contribution / active EE | $3,985 | $4,093-2.6% | $4,933-19.2% | $3,034+31.3% |
| Participant deferral / active EE | $18,417 | $8,502+116.6% | $8,070+128.2% | $5,087+262.1% |
| Admin fee / account holder | $67 | $179-62.5% | $12,998-99.5% | $269-75.1% |