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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY INC · SMITHFIELD, RI 02917 | Loan Processing | $25 |
Filed as: FIDELITY INVEST INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,900 | $52,953+35.8% | $172,739-58.4% | $65,185+10.3% |
| Participation rate | 88.9% | 66.2%+22.7pp | 82.6%+6.2pp | 70.2%+18.7pp |
| Annual return | 5.25% | 30.12%-24.9pp | 802.84%-797.6pp | 29.38%-24.1pp |
| Employer contribution / active EE | $1,288 | $2,190-41.2% | $5,143-75.0% | $2,177-40.8% |
| Participant deferral / active EE | $4,162 | $2,471+68.5% | $5,198-19.9% | $3,514+18.5% |
| Admin fee / account holder | $1 | $472-99.8% | $13,954-100.0% | $847-99.9% |