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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,073 | $65,561-52.6% | $91,541-66.1% | $74,304-58.2% |
| Participation rate | 83.0% | 56.6%+26.4pp | 69.8%+13.2pp | 60.3%+22.6pp |
| Annual return | 17.93% | 17.68%+0.2pp | 20.50%-2.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,244 | $1,717-27.6% | $2,505-50.3% | $2,241-44.5% |
| Participant deferral / active EE | $1,368 | $2,918-53.1% | $4,008-65.9% | $3,767-63.7% |
| Admin fee / account holder | $34 | $3,333-99.0% | $6,956-99.5% | $2,969-98.9% |