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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,187 | $59,097+88.1% | $82,389+35.0% | $74,304+49.6% |
| Participation rate | 97.2% | 52.8%+44.4pp | 69.5%+27.6pp | 60.3%+36.8pp |
| Annual return | 19.35% | 22.85%-3.5pp | 28.67%-9.3pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,860 | $1,601+78.7% | $2,517+13.6% | $2,241+27.6% |
| Participant deferral / active EE | $7,172 | $2,775+158.4% | $4,155+72.6% | $3,767+90.4% |
| Admin fee / account holder | $229 | $4,489-94.9% | $7,231-96.8% | $2,969-92.3% |