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 | $25,884 |
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 | $19,838 | $46,173-57.0% | $170,442-88.4% | $69,631-71.5% |
| Participation rate | 49.7% | 63.9%-14.2pp | 83.6%-33.9pp | 70.7%-21.0pp |
| Annual return | 21.27% | 21.62%-0.3pp | 205.93%-184.7pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $548 | $1,610-66.0% | $5,433-89.9% | $2,032-73.0% |
| Participant deferral / active EE | $1,837 | $2,080-11.7% | $4,939-62.8% | $3,224-43.0% |
| Admin fee / account holder | $57 | $116-50.9% | $13,880-99.6% | $110-48.5% |