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 | $2,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,967 | $106,028+48.0% | $146,958+6.8% | $77,643+102.2% |
| Participation rate | 88.7% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | 23.21% | 56.73%-33.5pp | 418.34%-395.1pp | 31.24%-8.0pp |
| Employer contribution / active EE | $5,070 | $4,063+24.8% | $4,933+2.8% | $2,726+86.0% |
| Participant deferral / active EE | $19,991 | $7,990+150.2% | $8,070+147.7% | $4,647+330.2% |
| Admin fee / account holder | $4 | $337-98.8% | $12,998-100.0% | $430-99.1% |