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 INTL OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $4,730 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,535 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $59,478 | $140,578-57.7% | $100,671-40.9% | $125,391-52.6% |
| Participation rate | 91.7% | 80.4%+11.3pp | 70.7%+21.0pp | 83.2%+8.5pp |
| Annual return | 0.58% | 24.67%-24.1pp | 20.43%-19.8pp | 282.22%-281.6pp |
| Employer contribution / active EE | $5,239 | $5,965-12.2% | $4,012+30.6% | $4,866+7.7% |
| Participant deferral / active EE | $11,392 | $3,981+186.1% | $3,144+262.4% | $5,352+112.9% |
| Admin fee / account holder | $26 | $6,716-99.6% | $4,850-99.5% | $9,540-99.7% |