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 INSTIT OPS Service code 37 · EIN 40-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVESTMENTS INSTIT OPS CO. Service code 60 | Sub-TA Fees | $0 |
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 | $178,738 | $62,267+187.1% | $110,238+62.1% | $55,725+220.7% |
| Participation rate | 93.7% | 78.1%+15.6pp | 79.8%+13.9pp | 70.9%+22.8pp |
| Annual return | -3.76% | -1.07%-2.7pp | 314.74%-318.5pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,860 | $1,941+47.3% | $3,826-25.3% | $2,078+37.6% |
| Participant deferral / active EE | $9,724 | $3,516+176.6% | $4,672+108.1% | $3,356+189.8% |
| Admin fee / account holder | $4 | $121-96.7% | $8,547-100.0% | $115-96.5% |