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 | $23,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,637 | $79,700+160.5% | $153,485+35.3% | $74,495+178.7% |
| Participation rate | 99.5% | 69.8%+29.6pp | 77.1%+22.4pp | 67.2%+32.3pp |
| Annual return | 17.24% | 15.07%+2.2pp | 15.65%+1.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $18,504 | $4,016+360.7% | $5,039+267.3% | $2,623+605.5% |
| Participant deferral / active EE | $11,951 | $5,315+124.8% | $6,757+76.9% | $4,346+175.0% |
| Admin fee / account holder | $104 | $1,790-94.2% | $12,724-99.2% | $1,942-94.6% |