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 | $3,693 |
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 | $271,491 | $99,957+171.6% | $149,696+81.4% | $73,488+269.4% |
| Participation rate | 95.9% | 75.7%+20.2pp | 82.5%+13.4pp | 70.7%+25.2pp |
| Annual return | 12.60% | 53.87%-41.3pp | 276.60%-264.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $4,482 | $3,191+40.4% | $4,644-3.5% | $2,270+97.4% |
| Participant deferral / active EE | $9,178 | $6,073+51.1% | $6,842+34.1% | $3,740+145.4% |
| Admin fee / account holder | $22 | $551-96.0% | $9,309-99.8% | $513-95.7% |