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 | $24,061 |
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 | $17,563 | $44,989-61.0% | $170,442-89.7% | $77,958-77.5% |
| Participation rate | 73.5% | 64.6%+8.9pp | 83.6%-10.1pp | 71.6%+1.9pp |
| Annual return | 24.55% | 19.61%+4.9pp | 205.93%-181.4pp | 20.87%+3.7pp |
| Employer contribution / active EE | $736 | $1,466-49.8% | $5,433-86.5% | $2,310-68.2% |
| Participant deferral / active EE | $3,046 | $2,208+38.0% | $4,939-38.3% | $3,537-13.9% |
| Admin fee / account holder | $17 | $69-74.8% | $13,880-99.9% | $97-82.2% |