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 OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $12,509 |
Service code 17 · EIN 04-2530412 | Pension Consulting | $1,000 |
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 | $51,086 | $65,223-21.7% | $80,019-36.2% | $55,725-8.3% |
| Participation rate | 93.0% | 80.6%+12.4pp | 75.8%+17.2pp | 70.9%+22.1pp |
| Annual return | -2.75% | 7.59%-10.3pp | 11.22%-14.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,941 | $2,544-23.7% | $2,468-21.4% | $2,078-6.6% |
| Participant deferral / active EE | $2,871 | $3,881-26.0% | $3,686-22.1% | $3,356-14.4% |
| Admin fee / account holder | $22 | $114-80.3% | $6,521-99.7% | $115-80.5% |