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 | $4,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,208 | $24,730+216.2% | $66,042+18.4% | $84,808-7.8% |
| Participation rate | 93.6% | 68.1%+25.5pp | 67.5%+26.1pp | 68.3%+25.3pp |
| Annual return | 17.37% | 79.55%-62.2pp | 52.11%-34.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,308 | $857+52.7% | $1,579-17.2% | $2,631-50.3% |
| Participant deferral / active EE | $4,317 | $1,737+148.6% | $2,835+52.3% | $4,212+2.5% |
| Admin fee / account holder | $35 | $3,014-98.8% | $5,747-99.4% | $7,344-99.5% |