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. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $242,629 |
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 | $79,703 | $78,852+1.1% | $76,768+3.8% | $75,289+5.9% |
| Participation rate | 93.4% | 85.0%+8.4pp | 77.0%+16.4pp | 72.4%+21.0pp |
| Annual return | -4.97% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-4.9pp |
| Employer contribution / active EE | $5,579 | $2,794+99.7% | $2,485+124.5% | $2,405+132.0% |
| Participant deferral / active EE | $5,060 | $4,800+5.4% | $3,852+31.4% | $3,739+35.3% |
| Admin fee / account holder | $46 | $79-41.2% | $6,675-99.3% | $102-54.6% |