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 | $8,960 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,665 | $63,745-22.1% | $98,442-49.5% | $79,386-37.4% |
| Participation rate | 97.8% | 69.9%+27.9pp | 73.3%+24.5pp | 70.7%+27.1pp |
| Annual return | 24.96% | 625.80%-600.8pp | 1492.73%-1467.8pp | 116.85%-91.9pp |
| Employer contribution / active EE | $2,764 | $2,557+8.1% | $2,960-6.6% | $2,427+13.9% |
| Participant deferral / active EE | $2,876 | $3,303-12.9% | $4,276-32.8% | $4,046-28.9% |
| Admin fee / account holder | $25 | $516-95.2% | $5,949-99.6% | $626-96.1% |