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 | $950 |
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 | $107,026 | $78,485+36.4% | $106,213+0.8% | $74,495+43.7% |
| Participation rate | 39.7% | 72.8%-33.1pp | 75.3%-35.6pp | 67.2%-27.5pp |
| Annual return | 11.76% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,262 | $2,523-50.0% | $3,171-60.2% | $2,623-51.9% |
| Participant deferral / active EE | $3,909 | $4,322-9.6% | $5,016-22.1% | $4,346-10.1% |
| Admin fee / account holder | $15 | $2,232-99.3% | $11,033-99.9% | $1,942-99.2% |