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 | $9,116 |
Form 5500 reported that benefits due were not provided when due.
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 | $199,083 | $74,024+168.9% | $77,999+155.2% | $57,658+245.3% |
| Participation rate | 95.8% | 79.7%+16.0pp | 75.5%+20.3pp | 70.2%+25.6pp |
| Annual return | 8.80% | 12.14%-3.3pp | 425.96%-417.2pp | 5.13%+3.7pp |
| Employer contribution / active EE | $8,246 | $2,365+248.6% | $2,470+233.8% | $1,974+317.8% |
| Participant deferral / active EE | $7,860 | $3,533+122.5% | $3,497+124.8% | $3,061+156.8% |
| Admin fee / account holder | $4 | $93-95.7% | $5,480-99.9% | $95-95.7% |