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 | $68,477 |
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 | $89,997 | $89,436+0.6% | $164,813-45.4% | $77,643+15.9% |
| Participation rate | 95.4% | 78.6%+16.8pp | 78.6%+16.8pp | 70.6%+24.8pp |
| Annual return | 16.65% | 28.83%-12.2pp | 69.93%-53.3pp | 31.24%-14.6pp |
| Employer contribution / active EE | $4,990 | $2,569+94.3% | $4,341+15.0% | $2,726+83.1% |
| Participant deferral / active EE | $9,179 | $4,897+87.4% | $6,031+52.2% | $4,647+97.5% |
| Admin fee / account holder | $84 | $339-75.4% | $12,690-99.3% | $430-80.6% |