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 | $46,019 |
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 | $51,207 | $65,118-21.4% | $76,768-33.3% | $55,725-8.1% |
| Participation rate | 78.8% | 79.6%-0.8pp | 77.0%+1.8pp | 70.9%+8.0pp |
| Annual return | -5.91% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,151 | $3,688+39.7% | $3,852+33.7% | $3,356+53.5% |
| Admin fee / account holder | $125 | $116+7.9% | $6,675-98.1% | $115+8.6% |