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 INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $27,798 |
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 | $154,850 | $72,066+114.9% | $81,930+89.0% | $90,288+71.5% |
| Participation rate | 96.8% | 78.9%+17.9pp | 72.0%+24.8pp | 73.4%+23.4pp |
| Annual return | 12.76% | 15.92%-3.2pp | 29.49%-16.7pp | 53.97%-41.2pp |
| Employer contribution / active EE | $6,215 | $2,335+166.2% | $4,310+44.2% | $2,524+146.2% |
| Participant deferral / active EE | $7,729 | $3,557+117.3% | $7,107+8.7% | $4,232+82.6% |
| Admin fee / account holder | $9 | $92-89.8% | $5,158-99.8% | $114-91.7% |