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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $48,118 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $316,585 | $55,453+470.9% | $170,442+85.7% | $62,292+408.2% |
| Participation rate | 99.5% | 66.4%+33.1pp | 83.6%+15.9pp | 69.5%+30.0pp |
| Annual return | 19.19% | 21.38%-2.2pp | 205.93%-186.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $28,701 | $2,164+1226.5% | $5,433+428.3% | $2,042+1305.4% |
| Participant deferral / active EE | $12,854 | $2,303+458.2% | $4,939+160.2% | $3,169+305.6% |
| Admin fee / account holder | $208 | $455-54.2% | $13,880-98.5% | $479-56.5% |