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. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,960 |
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 | $55,995 | $67,166-16.6% | $57,343-2.4% | $55,191+1.5% |
| Participation rate | 97.7% | 77.7%+20.0pp | 75.1%+22.6pp | 69.2%+28.6pp |
| Annual return | 4.08% | 4.22%-0.1pp | 24.39%-20.3pp | 10.78%-6.7pp |
| Employer contribution / active EE | $3,250 | $2,812+15.6% | $2,689+20.9% | $1,899+71.2% |
| Participant deferral / active EE | $3,152 | $2,835+11.2% | $3,162-0.3% | $3,046+3.5% |
| Admin fee / account holder | $6 | $44-85.3% | $3,356-99.8% | $91-93.0% |