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 INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $5,266 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,605 | $80,753+231.4% | $136,294+96.3% | $62,292+329.6% |
| Participation rate | 96.0% | 73.5%+22.4pp | 81.9%+14.0pp | 69.5%+26.5pp |
| Annual return | 18.20% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $4,991 | $2,884+73.1% | $4,695+6.3% | $2,042+144.4% |
| Participant deferral / active EE | $9,320 | $5,164+80.5% | $6,247+49.2% | $3,169+194.1% |
| Admin fee / account holder | $22 | $525-95.9% | $9,243-99.8% | $479-95.5% |