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 | $48,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,442 | $84,948+25.3% | $70,449+51.1% | $73,409+45.0% |
| Participation rate | 55.4% | 79.9%-24.5pp | 75.1%-19.7pp | 72.2%-16.8pp |
| Annual return | 12.26% | 13.39%-1.1pp | 109.03%-96.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $3,455 | $2,834+21.9% | $2,737+26.2% | $2,234+54.7% |
| Participant deferral / active EE | $5,163 | $3,387+52.4% | $3,709+39.2% | $3,805+35.7% |
| Admin fee / account holder | $136 | $98+38.7% | $3,845-96.5% | $158-13.8% |