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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.
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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 60 · EIN 04-2647786 | Sub-TA Fees | $4,814 |
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 | $196,932 | $96,484+104.1% | $156,263+26.0% | $74,304+165.0% |
| Participation rate | 59.4% | 67.7%-8.2pp | 78.9%-19.5pp | 60.3%-0.9pp |
| Annual return | 16.75% | 17.73%-1.0pp | 59.47%-42.7pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,685 | $2,528-33.4% | $4,333-61.1% | $2,241-24.8% |
| Participant deferral / active EE | $4,069 | $4,286-5.1% | $6,158-33.9% | $3,767+8.0% |
| Admin fee / account holder | $45 | $3,728-98.8% | $14,255-99.7% | $2,969-98.5% |