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 | $4,626 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,621 | $78,485-15.1% | $106,213-37.3% | $74,495-10.6% |
| Participation rate | 88.3% | 72.8%+15.5pp | 75.3%+13.1pp | 67.2%+21.1pp |
| Annual return | 11.78% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,946 | $2,523-22.9% | $3,171-38.6% | $2,623-25.8% |
| Participant deferral / active EE | $3,052 | $4,322-29.4% | $5,016-39.2% | $4,346-29.8% |
| Admin fee / account holder | $20 | $2,232-99.1% | $11,033-99.8% | $1,942-99.0% |