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 | $29,751 |
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 | $28,216 | $62,624-54.9% | $177,989-84.1% | $77,643-63.7% |
| Participation rate | 46.2% | 66.8%-20.7pp | 77.1%-30.9pp | 70.6%-24.4pp |
| Annual return | 13.38% | 16.16%-2.8pp | 294.48%-281.1pp | 31.24%-17.9pp |
| Employer contribution / active EE | $870 | $1,909-54.4% | $3,949-78.0% | $2,726-68.1% |
| Participant deferral / active EE | $1,626 | $4,219-61.5% | $6,276-74.1% | $4,647-65.0% |
| Admin fee / account holder | $86 | $386-77.6% | $10,363-99.2% | $430-79.9% |