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 | $24,900 |
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 | $31,351 | $53,136-41.0% | $155,509-79.8% | $199,593-84.3% |
| Participation rate | 35.1% | 64.1%-28.9pp | 78.2%-43.0pp | 72.0%-36.8pp |
| Annual return | 14.85% | 41.15%-26.3pp | 64.67%-49.8pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,002 | $1,851-45.9% | $4,672-78.6% | $3,034-67.0% |
| Participant deferral / active EE | $1,964 | $3,161-37.9% | $5,626-65.1% | $5,087-61.4% |
| Admin fee / account holder | $25 | $185-86.3% | $15,912-99.8% | $269-90.5% |