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: FIDEITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVESTMENTS 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 | $611,194 | $74,089+725.0% | $133,980+356.2% | $55,167+1007.9% |
| Participation rate | 97.5% | 84.3%+13.2pp | 87.1%+10.4pp | 69.0%+28.5pp |
| Annual return | 39.52% | 12.11%+27.4pp | 29.30%+10.2pp | 169.23%-129.7pp |
| Employer contribution / active EE | $22,483 | $3,064+633.9% | $5,211+331.4% | $1,963+1045.6% |
| Participant deferral / active EE | $13,019 | $4,678+178.3% | $6,282+107.2% | $3,054+326.3% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |