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 | -$7,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,645 | $77,314+63.8% | $177,989-28.8% | $80,856+56.6% |
| Participation rate | 89.8% | 65.7%+24.1pp | 77.1%+12.7pp | 67.6%+22.2pp |
| Annual return | 11.33% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,005 | $2,292+31.1% | $3,949-23.9% | $2,755+9.1% |
| Participant deferral / active EE | $3,688 | $4,411-16.4% | $6,276-41.2% | $4,296-14.1% |
| Admin fee / account holder | -$37 | $7,191-100.5% | $10,363-100.4% | $6,918-100.5% |