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 | $44,485 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,147 | $95,542-15.1% | $69,455+16.8% | $67,579+20.1% |
| Participation rate | 86.5% | 79.4%+7.1pp | 74.6%+11.9pp | 71.3%+15.2pp |
| Annual return | 2.71% | 17.67%-15.0pp | 28.97%-26.3pp | 378.56%-375.9pp |
| Employer contribution / active EE | $3,500 | $2,989+17.1% | $2,779+25.9% | $2,148+63.0% |
| Participant deferral / active EE | $5,363 | $3,263+64.4% | $3,535+51.7% | $3,539+51.5% |
| Admin fee / account holder | $109 | $90+21.1% | $3,839-97.2% | $142-23.6% |