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. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
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 | $61,249 | $69,305-11.6% | $82,313-25.6% | $69,631-12.0% |
| Participation rate | 78.5% | 80.3%-1.8pp | 76.9%+1.6pp | 70.7%+7.8pp |
| Annual return | 20.65% | 21.47%-0.8pp | 25.88%-5.2pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,943 | $3,568+38.5% | $3,706+33.4% | $3,224+53.3% |
| Admin fee / account holder | $7 | $97-92.3% | $5,608-99.9% | $110-93.2% |