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 | $43,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $466,699 | $109,881+324.7% | $150,045+211.0% | $84,808+450.3% |
| Participation rate | 90.7% | 76.1%+14.6pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 19.94% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $9,292 | $3,561+160.9% | $4,693+98.0% | $2,631+253.2% |
| Participant deferral / active EE | $13,693 | $6,636+106.3% | $7,997+71.2% | $4,212+225.1% |
| Admin fee / account holder | $561 | $8,568-93.5% | $13,435-95.8% | $7,344-92.4% |