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 | $102,152 |
Form 5500 reported that benefits due were not provided when due.
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 | $101,399 | $89,436+13.4% | $164,813-38.5% | $77,643+30.6% |
| Participation rate | 91.4% | 78.6%+12.7pp | 78.6%+12.7pp | 70.6%+20.8pp |
| Annual return | 16.47% | 28.83%-12.4pp | 69.93%-53.5pp | 31.24%-14.8pp |
| Employer contribution / active EE | $3,040 | $2,569+18.3% | $4,341-30.0% | $2,726+11.5% |
| Participant deferral / active EE | $10,374 | $4,897+111.9% | $6,031+72.0% | $4,647+123.2% |
| Admin fee / account holder | $77 | $339-77.3% | $12,690-99.4% | $430-82.1% |