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 | $35,027 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,584 | $50,815+13.3% | $155,509-63.0% | $77,643-25.8% |
| Participation rate | 82.4% | 63.1%+19.3pp | 78.2%+4.2pp | 70.6%+11.8pp |
| Annual return | 14.77% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,621 | $1,993-18.7% | $4,672-65.3% | $2,726-40.5% |
| Participant deferral / active EE | $3,266 | $2,822+15.7% | $5,626-41.9% | $4,647-29.7% |
| Admin fee / account holder | $24 | $437-94.5% | $15,912-99.8% | $430-94.4% |