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. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $6,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,329 | $37,039-23.5% | $147,614-80.8% | $59,188-52.1% |
| Participation rate | 11.0% | 63.8%-52.8pp | 84.6%-73.7pp | 69.4%-58.5pp |
| Annual return | 3.38% | 7.19%-3.8pp | 61.98%-58.6pp | 5.51%-2.1pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $535 | $2,094-74.4% | $4,895-89.1% | $3,265-83.6% |
| Admin fee / account holder | $36 | $60-40.1% | $11,611-99.7% | $92-60.9% |