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 | -$39,343 |
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 | $173,901 | $88,890+95.6% | $102,423+69.8% | $77,643+124.0% |
| Participation rate | 54.5% | 80.9%-26.4pp | 76.5%-21.9pp | 70.6%-16.0pp |
| Annual return | 13.26% | 24.98%-11.7pp | 29.32%-16.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,798 | $2,698-33.3% | $3,023-40.5% | $2,726-34.0% |
| Participant deferral / active EE | $7,542 | $5,145+46.6% | $5,053+49.3% | $4,647+62.3% |
| Admin fee / account holder | -$153 | $235-164.8% | $9,451-101.6% | $430-135.5% |