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. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $21,273 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,875 | $71,957-46.0% | $67,652-42.5% | $59,188-34.3% |
| Participation rate | 76.3% | 82.7%-6.4pp | 75.7%+0.6pp | 69.4%+6.9pp |
| Annual return | 0.63% | 8.53%-7.9pp | 6625.04%-6624.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,108 | $2,432-54.4% | $2,266-51.1% | $2,098-47.2% |
| Participant deferral / active EE | $1,306 | $4,211-69.0% | $3,560-63.3% | $3,265-60.0% |
| Admin fee / account holder | $9 | $64-85.6% | $4,821-99.8% | $92-90.0% |