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 | $15,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,195 | $58,778+70.5% | $129,207-22.5% | $77,643+29.0% |
| Participation rate | 27.5% | 59.2%-31.8pp | 69.6%-42.1pp | 70.6%-43.1pp |
| Annual return | 15.40% | 24.73%-9.3pp | 9417.33%-9401.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $997 | $1,952-48.9% | $4,153-76.0% | $2,726-63.4% |
| Participant deferral / active EE | $1,831 | $3,212-43.0% | $4,168-56.1% | $4,647-60.6% |
| Admin fee / account holder | $141 | $589-76.1% | $7,715-98.2% | $430-67.3% |