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 | -$83,349 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,604 | $104,919+55.9% | $116,228+40.8% | $85,563+91.2% |
| Participation rate | 91.9% | 78.6%+13.3pp | 74.6%+17.3pp | 66.0%+25.9pp |
| Annual return | 19.61% | 15.38%+4.2pp | 90.06%-70.4pp | 31.51%-11.9pp |
| Employer contribution / active EE | $3,742 | $3,485+7.4% | $2,994+25.0% | $2,654+41.0% |
| Participant deferral / active EE | $10,699 | $5,306+101.6% | $4,953+116.0% | $4,375+144.5% |
| Admin fee / account holder | -$74 | $429-117.3% | $11,989-100.6% | $834-108.9% |