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 | $45,442 |
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 | $18,698 | $56,095-66.7% | $178,490-89.5% | $90,288-79.3% |
| Participation rate | 58.1% | 65.6%-7.5pp | 81.9%-23.9pp | 73.4%-15.3pp |
| Annual return | 19.47% | 28.81%-9.3pp | 151.07%-131.6pp | 53.97%-34.5pp |
| Employer contribution / active EE | $642 | $1,572-59.2% | $5,011-87.2% | $2,524-74.6% |
| Participant deferral / active EE | $2,108 | $2,669-21.0% | $5,202-59.5% | $4,232-50.2% |
| Admin fee / account holder | $49 | $101-51.7% | $13,984-99.7% | $114-57.3% |