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 INVST INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $1,880 |
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 | $34,730 | $59,186-41.3% | $76,768-54.8% | $56,287-38.3% |
| Participation rate | 85.5% | 75.2%+10.3pp | 77.0%+8.5pp | 69.9%+15.6pp |
| Annual return | -6.01% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,679 | $1,759-4.5% | $2,485-32.4% | $2,111-20.5% |
| Participant deferral / active EE | $2,539 | $3,255-22.0% | $3,852-34.1% | $3,350-24.2% |
| Admin fee / account holder | $23 | $489-95.2% | $6,675-99.6% | $521-95.5% |