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 | $4,514 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,944 |
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 | $78,031 | $165,912-53.0% | $122,332-36.2% | $147,584-47.1% |
| Participation rate | 73.3% | 79.6%-6.2pp | 71.6%+1.7pp | 82.8%-9.5pp |
| Annual return | 19.44% | 34.55%-15.1pp | 30.27%-10.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,891 | $5,754-32.4% | $4,050-3.9% | $4,876-20.2% |
| Participant deferral / active EE | $8,054 | $4,005+101.1% | $3,287+145.0% | $5,439+48.1% |
| Admin fee / account holder | $8 | $7,424-99.9% | $5,478-99.8% | $10,885-99.9% |