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 9-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 | $41,482 |
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 | $82,997 | $70,083+18.4% | $59,878+38.6% | $55,725+48.9% |
| Participation rate | 95.7% | 78.4%+17.3pp | 74.7%+21.0pp | 70.9%+24.8pp |
| Annual return | 9.60% | 3.13%+6.5pp | 3.46%+6.1pp | 244.93%-235.3pp |
| Employer contribution / active EE | $3,130 | $2,878+8.7% | $2,722+15.0% | $2,078+50.6% |
| Participant deferral / active EE | $4,469 | $3,079+45.2% | $3,402+31.4% | $3,356+33.2% |
| Admin fee / account holder | $105 | $70+49.2% | $3,590-97.1% | $115-8.9% |