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 INVEST INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $47,878 |
Service code 14 · EIN 47-1411118 | Plan Administrator | $11,250 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $4,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,912 | $104,317+16.9% | $159,436-23.5% | $86,799+40.5% |
| Participation rate | 97.3% | 77.7%+19.6pp | 82.8%+14.5pp | 72.3%+25.0pp |
| Annual return | 18.29% | 26.32%-8.0pp | 263.57%-245.3pp | 97.91%-79.6pp |
| Employer contribution / active EE | $1,968 | $3,451-43.0% | $4,829-59.3% | $2,405-18.2% |
| Participant deferral / active EE | $9,708 | $6,837+42.0% | $7,352+32.0% | $4,131+135.0% |
| Admin fee / account holder | $193 | $172+11.9% | $10,799-98.2% | $170+13.6% |