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 |
|---|---|---|
FIDELTY INV. INST. OPS. CO.4+ years Filed as: FIDELTY INVS. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $9,565 |
Filed as: FIDELITY INVS. INST. CO., INC. 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 | $40,962 | $48,261-15.1% | $68,793-40.5% | $55,725-26.5% |
| Participation rate | 88.1% | 71.0%+17.1pp | 72.2%+15.9pp | 70.9%+17.3pp |
| Annual return | -5.07% | -2.61%-2.5pp | -4.63%-0.4pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,183 | $1,742+25.3% | $2,625-16.9% | $2,078+5.0% |
| Participant deferral / active EE | $3,651 | $2,712+34.6% | $3,311+10.3% | $3,356+8.8% |
| Admin fee / account holder | $17 | $126-86.7% | $5,131-99.7% | $115-85.5% |