Filed November 6, 2023
Total covered: 10 employees
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 INSTITN'L OPS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $32,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,948 | $61,058-75.5% | $71,209-79.0% | $85,563-82.5% |
| Participation rate | 69.2% | 58.6%+10.7pp | 73.8%-4.5pp | 66.0%+3.3pp |
| Annual return | 15.16% | 100.41%-85.2pp | 282.51%-267.3pp | 31.51%-16.3pp |
| Employer contribution / active EE | $1,200 | $2,199-45.4% | $2,721-55.9% | $2,654-54.8% |
| Participant deferral / active EE | $1,251 | $3,173-60.6% | $4,175-70.0% | $4,375-71.4% |
| Admin fee / account holder | $63 | $855-92.6% | $5,349-98.8% | $834-92.4% |