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 INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $173,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,425 | $89,497+102.7% | $70,092+158.8% | $78,044+132.5% |
| Participation rate | 97.9% | 79.9%+18.0pp | 70.5%+27.4pp | 74.4%+23.5pp |
| Annual return | -14.57% | -12.39%-2.2pp | 190.73%-205.3pp | 10.87%-25.4pp |
| Employer contribution / active EE | $9,421 | $3,152+198.9% | $2,559+268.2% | $3,125+201.5% |
| Participant deferral / active EE | $9,580 | $4,564+109.9% | $3,849+148.9% | $5,084+88.4% |
| Admin fee / account holder | $18 | $78-77.3% | $6,267-99.7% | $79-77.6% |