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 6-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 INV INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $25,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,724 | $50,982-33.9% | $154,803-78.2% | $85,563-60.6% |
| Participation rate | 47.9% | 59.8%-11.9pp | 78.1%-30.2pp | 66.0%-18.1pp |
| Annual return | 13.18% | 30.35%-17.2pp | 58.88%-45.7pp | 31.51%-18.3pp |
| Employer contribution / active EE | $905 | $1,708-47.0% | $4,305-79.0% | $2,654-65.9% |
| Participant deferral / active EE | $1,183 | $2,474-52.2% | $5,540-78.7% | $4,375-73.0% |
| Admin fee / account holder | $284 | $846-66.4% | $14,329-98.0% | $834-66.0% |