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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.
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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 | $150 |
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 | $150,584 | $87,013+73.1% | $106,213+41.8% | $80,856+86.2% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.3%+17.4pp | 67.6%+25.0pp |
| Annual return | 17.31% | 17.05%+0.3pp | 116.14%-98.8pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $18,618 | $3,986+367.1% | $5,016+271.2% | $4,296+333.4% |
| Admin fee / account holder | $30 | $8,431-99.6% | $11,033-99.7% | $6,918-99.6% |