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 | -$2,237 |
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 | $169,984 | $78,485+116.6% | $106,213+60.0% | $74,495+128.2% |
| Participation rate | 66.4% | 72.8%-6.4pp | 75.3%-8.9pp | 67.2%-0.8pp |
| Annual return | 21.21% | 15.95%+5.3pp | 116.14%-94.9pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $1,176 | $2,523-53.4% | $3,171-62.9% | $2,623-55.2% |
| Participant deferral / active EE | $4,239 | $4,322-1.9% | $5,016-15.5% | $4,346-2.5% |
| Admin fee / account holder | $23 | $2,232-99.0% | $11,033-99.8% | $1,942-98.8% |