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 CO Service code 37 · EIN 04-2647786 | Loan Processing | $11,600 |
Filed as: FIDELITY INVESTMENTS INSTIT OPS CO Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,639 | $78,419+231.1% | $133,956+93.8% | $73,409+253.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 79.8%+11.9pp | 72.2%+19.5pp |
| Annual return | 21.99% | 33.35%-11.4pp | 45.09%-23.1pp | 59.29%-37.3pp |
| Employer contribution / active EE | $2,977 | $2,044+45.7% | $3,919-24.0% | $2,234+33.3% |
| Participant deferral / active EE | $10,274 | $3,925+161.8% | $5,048+103.5% | $3,805+170.0% |
| Admin fee / account holder | $14 | $161-91.1% | $8,927-99.8% | $158-90.9% |