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 | $2,181 |
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 | $378,519 | $104,475+262.3% | $159,436+137.4% | $79,386+376.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 39.38% | 67.95%-28.6pp | 263.57%-224.2pp | 116.85%-77.5pp |
| Employer contribution / active EE | $5,596 | $3,417+63.8% | $4,829+15.9% | $2,427+130.5% |
| Participant deferral / active EE | $10,932 | $6,467+69.0% | $7,352+48.7% | $4,046+170.2% |
| Admin fee / account holder | $28 | $711-96.0% | $10,799-99.7% | $626-95.5% |