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 | $5,524 |
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 | $289,966 | $73,102+296.7% | $123,544+134.7% | $56,287+415.2% |
| Participation rate | 96.9% | 74.3%+22.6pp | 82.3%+14.6pp | 69.9%+27.0pp |
| Annual return | 15.53% | 3.01%+12.5pp | 119.20%-103.7pp | -9.96%+25.5pp |
| Employer contribution / active EE | $4,906 | $2,977+64.8% | $4,628+6.0% | $2,111+132.4% |
| Participant deferral / active EE | $9,122 | $5,423+68.2% | $6,426+42.0% | $3,350+172.3% |
| Admin fee / account holder | $21 | $554-96.1% | $9,284-99.8% | $521-95.9% |