Filed June 16, 2026
Total covered: 3,302 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 INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $459,935 |
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 | $210,480 | $80,211+162.4% | $74,183+183.7% | $63,975+229.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 9.84% | 14.13%-4.3pp | 17.74%-7.9pp | 48.65%-38.8pp |
| Employer contribution / active EE | $19,369 | $2,553+658.6% | $2,370+717.2% | $2,182+787.8% |
| Participant deferral / active EE | $15,803 | $4,370+261.6% | $3,550+345.2% | $3,356+370.8% |
| Admin fee / account holder | $73 | $67+9.3% | $5,586-98.7% | $70+4.3% |