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. OPERATIONS INC. Service code 27 · EIN 04-2647786 | Advisory (Plan) | $21,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,325 | $44,873-28.0% | $79,464-59.3% | $56,287-42.6% |
| Participation rate | 57.7% | 68.7%-11.0pp | 73.3%-15.6pp | 69.9%-12.1pp |
| Annual return | -6.53% | 0.81%-7.3pp | 718.14%-724.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,401 | $2,140-34.5% | $2,800-50.0% | $2,111-33.6% |
| Participant deferral / active EE | $2,245 | $2,746-18.2% | $3,704-39.4% | $3,350-33.0% |
| Admin fee / account holder | $231 | $418-44.9% | $5,113-95.5% | $521-55.7% |