See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,275 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,279 | $89,652+110.0% | $141,162+33.4% | $65,185+188.8% |
| Participation rate | 90.1% | 74.7%+15.4pp | 82.5%+7.6pp | 70.2%+19.9pp |
| Annual return | 24.40% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $4,492 | $3,065+46.6% | $4,735-5.1% | $2,177+106.4% |
| Participant deferral / active EE | $9,839 | $5,691+72.9% | $6,709+46.6% | $3,514+180.0% |
| Admin fee / account holder | $9 | $569-98.4% | $10,261-99.9% | $847-99.0% |