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 | $44,472 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,130 | $92,055-65.1% | $106,213-69.7% | $77,643-58.6% |
| Participation rate | 92.6% | 81.0%+11.6pp | 75.3%+17.3pp | 70.6%+22.1pp |
| Annual return | 20.02% | 17.91%+2.1pp | 116.14%-96.1pp | 31.24%-11.2pp |
| Employer contribution / active EE | $3,441 | $3,367+2.2% | $3,171+8.5% | $2,726+26.2% |
| Participant deferral / active EE | $6,176 | $5,386+14.7% | $5,016+23.1% | $4,647+32.9% |
| Admin fee / account holder | $114 | $219-48.1% | $11,033-99.0% | $430-73.6% |