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 | $27,713 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $10,593 |
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 | $43,372 | $80,211-45.9% | $74,183-41.5% | $63,975-32.2% |
| Participation rate | 75.3% | 84.2%-8.9pp | 76.6%-1.3pp | 71.1%+4.2pp |
| Annual return | 6.64% | 14.13%-7.5pp | 17.74%-11.1pp | 48.65%-42.0pp |
| Employer contribution / active EE | $999 | $2,553-60.9% | $2,370-57.8% | $2,182-54.2% |
| Participant deferral / active EE | $1,410 | $4,370-67.7% | $3,550-60.3% | $3,356-58.0% |
| Admin fee / account holder | $18 | $67-73.0% | $5,586-99.7% | $70-74.3% |