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 INVESTMENTS INSTIT OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTIT OPS CO, Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV.INSTIT OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$5,800 |
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 | $221,702 | $69,159+220.6% | $125,175+77.1% | $67,579+228.1% |
| Participation rate | 93.6% | 78.2%+15.4pp | 79.8%+13.9pp | 71.3%+22.4pp |
| Annual return | 23.78% | 27.12%-3.3pp | 43.79%-20.0pp | 378.56%-354.8pp |
| Employer contribution / active EE | $3,113 | $2,023+53.9% | $3,865-19.5% | $2,148+44.9% |
| Participant deferral / active EE | $10,360 | $3,700+180.0% | $4,937+109.9% | $3,539+192.7% |
| Admin fee / account holder | $10 | $142-92.9% | $9,702-99.9% | $142-93.0% |