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 INSTL OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $48,800 |
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 | $118,588 | $112,315+5.6% | $81,367+45.7% | $55,191+114.9% |
| Participation rate | 98.1% | 88.0%+10.1pp | 82.3%+15.8pp | 69.2%+28.9pp |
| Annual return | 0.18% | 0.62%-0.4pp | -0.92%+1.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,701 | $4,239-36.3% | $3,930-31.3% | $1,899+42.2% |
| Participant deferral / active EE | $6,584 | $6,435+2.3% | $5,383+22.3% | $3,046+116.1% |
| Admin fee / account holder | $60 | $83-28.5% | $8,926-99.3% | $91-34.3% |