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 9-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. Service code 37 · EIN 04-2647786 | Loan Processing | $39,055 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,126 | $50,815+140.3% | $155,509-21.5% | $77,643+57.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 17.39% | 34.80%-17.4pp | 64.67%-47.3pp | 31.24%-13.8pp |
| Employer contribution / active EE | $4,415 | $1,993+121.5% | $4,672-5.5% | $2,726+62.0% |
| Participant deferral / active EE | $8,864 | $2,822+214.1% | $5,626+57.6% | $4,647+90.7% |
| Admin fee / account holder | $86 | $437-80.3% | $15,912-99.5% | $430-80.1% |