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 | $928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,425 | $55,371+323.4% | $95,585+145.3% | $74,304+215.5% |
| Participation rate | 90.1% | 53.8%+36.3pp | 72.1%+18.0pp | 60.3%+29.7pp |
| Annual return | 14.57% | 24.26%-9.7pp | 38.56%-24.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $5,802 | $1,437+303.7% | $2,527+129.6% | $2,241+158.9% |
| Participant deferral / active EE | $8,966 | $2,955+203.4% | $4,023+122.9% | $3,767+138.0% |
| Admin fee / account holder | $7 | $2,620-99.7% | $6,127-99.9% | $2,969-99.8% |