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 INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $56,393 |
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 | $65,453 | $80,354-18.5% | $133,980-51.1% | $63,975+2.3% |
| Participation rate | 98.9% | 87.5%+11.3pp | 87.1%+11.8pp | 71.1%+27.7pp |
| Annual return | 8.09% | 13.11%-5.0pp | 29.30%-21.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $2,784 | $3,503-20.5% | $5,211-46.6% | $2,182+27.6% |
| Participant deferral / active EE | $3,362 | $5,239-35.8% | $6,282-46.5% | $3,356+0.2% |
| Admin fee / account holder | $54 | $69-22.2% | $9,324-99.4% | $70-23.5% |