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 | $3,495 |
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 | $120,355 | $79,171+52.0% | $102,423+17.5% | $74,495+61.6% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 13.54% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,911 | $2,362+65.6% | $3,023+29.4% | $2,623+49.1% |
| Participant deferral / active EE | $7,771 | $4,415+76.0% | $5,053+53.8% | $4,346+78.8% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,451-99.7% | $1,942-98.8% |