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 | $3,337 |
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 | $127,247 | $73,638+72.8% | $95,952+32.6% | $73,488+73.2% |
| Participation rate | 93.9% | 76.2%+17.7pp | 77.1%+16.8pp | 70.7%+23.2pp |
| Annual return | 15.53% | 16.78%-1.3pp | 91.61%-76.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,864 | $1,863+0.1% | $2,541-26.6% | $2,270-17.9% |
| Participant deferral / active EE | $5,533 | $3,617+53.0% | $4,167+32.8% | $3,740+48.0% |
| Admin fee / account holder | $17 | $482-96.5% | $6,795-99.8% | $513-96.7% |