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 6-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 INV INST OPS COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $8,306 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,095 | $66,124-25.8% | $90,404-45.7% | $73,488-33.2% |
| Participation rate | 96.4% | 69.7%+26.8pp | 72.7%+23.8pp | 70.7%+25.8pp |
| Annual return | 15.19% | 17.65%-2.5pp | 1293.02%-1277.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,730 | $2,346+16.4% | $3,262-16.3% | $2,270+20.3% |
| Participant deferral / active EE | $2,608 | $3,039-14.2% | $3,963-34.2% | $3,740-30.2% |
| Admin fee / account holder | $26 | $396-93.5% | $5,611-99.5% | $513-95.0% |