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 INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,699 |
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 | $115,944 | $65,376+77.3% | $87,100+33.1% | $65,185+77.9% |
| Participation rate | 94.6% | 75.3%+19.3pp | 76.9%+17.8pp | 70.2%+24.4pp |
| Annual return | 19.37% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,862 | $1,822+2.1% | $2,521-26.2% | $2,177-14.5% |
| Participant deferral / active EE | $4,938 | $3,388+45.7% | $4,049+22.0% | $3,514+40.5% |
| Admin fee / account holder | $13 | $520-97.4% | $7,497-99.8% | $847-98.4% |