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 | $7,878 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $256,255 | $89,652+185.8% | $141,162+81.5% | $65,185+293.1% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.5%+16.0pp | 70.2%+28.3pp |
| Annual return | -1.21% | 32.79%-34.0pp | 71.39%-72.6pp | 29.38%-30.6pp |
| Employer contribution / active EE | $4,829 | $3,065+57.6% | $4,735+2.0% | $2,177+121.8% |
| Participant deferral / active EE | $9,000 | $5,691+58.1% | $6,709+34.1% | $3,514+156.1% |
| Admin fee / account holder | $23 | $569-96.0% | $10,261-99.8% | $847-97.3% |