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 | $1,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,291 | $113,016+83.4% | $103,476+100.3% | $74,495+178.3% |
| Participation rate | 97.2% | 80.8%+16.4pp | 80.5%+16.7pp | 67.2%+30.0pp |
| Annual return | 19.47% | 23.24%-3.8pp | 23.90%-4.4pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $5,905 | $4,881+21.0% | $4,672+26.4% | $2,623+125.1% |
| Participant deferral / active EE | $9,427 | $7,279+29.5% | $6,623+42.3% | $4,346+116.9% |
| Admin fee / account holder | $6 | $1,709-99.6% | $9,413-99.9% | $1,942-99.7% |