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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTIT OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $61 |
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 | $68,872 | $51,769+33.0% | $57,343+20.1% | $52,331+31.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 0.06% | 2.43%-2.4pp | 24.39%-24.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,217 | $2,335-47.9% | $2,689-54.7% | $1,882-35.3% |
| Participant deferral / active EE | $2,994 | $2,794+7.2% | $3,162-5.3% | $3,022-0.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |