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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $619 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $156,749 | $64,348+143.6% | $90,160+73.9% | $70,131+123.5% |
| Participation rate | 89.4% | 70.4%+18.9pp | 76.9%+12.5pp | 69.5%+19.8pp |
| Annual return | 19.36% | 28.13%-8.8pp | 34.88%-15.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,539 | $2,046+24.1% | $3,318-23.5% | $2,342+8.4% |
| Participant deferral / active EE | $7,799 | $4,389+77.7% | $5,288+47.5% | $3,332+134.1% |
| Admin fee / account holder | $17 | $3,944-99.6% | $5,943-99.7% | $4,645-99.6% |