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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 | $12,298 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $482,295 | $100,923+377.9% | $150,045+221.4% | $74,304+549.1% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.3%+16.1pp | 60.3%+38.1pp |
| Annual return | 14.40% | 51.77%-37.4pp | 62.55%-48.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $7,625 | $3,463+120.2% | $4,693+62.5% | $2,241+240.2% |
| Participant deferral / active EE | $9,176 | $6,709+36.8% | $7,997+14.7% | $3,767+143.6% |
| Admin fee / account holder | $68 | $2,767-97.5% | $13,435-99.5% | $2,969-97.7% |