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 INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,093 |
Filed as: FIDELITY INV INST OPS CO., INC Service code 60 | Sub-TA Fees | $0 |
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 | $262,941 | $80,753+225.6% | $136,294+92.9% | $62,292+322.1% |
| Participation rate | 94.3% | 73.5%+20.7pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 16.85% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $9,232 | $2,884+220.1% | $4,695+96.6% | $2,042+352.0% |
| Participant deferral / active EE | $8,455 | $5,164+63.7% | $6,247+35.4% | $3,169+166.8% |
| Admin fee / account holder | $16 | $525-96.9% | $9,243-99.8% | $479-96.6% |