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 | $22,919 |
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 | $15,239 | $37,213-59.0% | $156,549-90.3% | $63,975-76.2% |
| Participation rate | 63.9% | 65.0%-1.1pp | 84.0%-20.1pp | 71.1%-7.2pp |
| Annual return | 9.48% | 47.89%-38.4pp | 32.23%-22.7pp | 48.65%-39.2pp |
| Employer contribution / active EE | $438 | $1,357-67.8% | $5,501-92.0% | $2,182-79.9% |
| Participant deferral / active EE | $2,632 | $2,070+27.1% | $4,871-46.0% | $3,356-21.6% |
| Admin fee / account holder | $19 | $56-66.3% | $13,027-99.9% | $70-73.1% |