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 INV. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $19,878 |
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 | $14,839 | $37,039-59.9% | $147,614-89.9% | $59,188-74.9% |
| Participation rate | 56.3% | 63.8%-7.5pp | 84.6%-28.3pp | 69.4%-13.1pp |
| Annual return | 1.35% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.2pp |
| Employer contribution / active EE | $314 | $1,353-76.8% | $5,564-94.4% | $2,098-85.0% |
| Participant deferral / active EE | $2,277 | $2,094+8.8% | $4,895-53.5% | $3,265-30.2% |
| Admin fee / account holder | $18 | $60-69.5% | $11,611-99.8% | $92-80.1% |