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 9-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 INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $423,019 |
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 | $103,715 | $80,211+29.3% | $74,183+39.8% | $63,975+62.1% |
| Participation rate | 99.7% | 84.2%+15.5pp | 76.6%+23.1pp | 71.1%+28.6pp |
| Annual return | 6.73% | 14.13%-7.4pp | 17.74%-11.0pp | 48.65%-41.9pp |
| Employer contribution / active EE | $6,191 | $2,553+142.5% | $2,370+161.2% | $2,182+183.8% |
| Participant deferral / active EE | $5,917 | $4,370+35.4% | $3,550+66.7% | $3,356+76.3% |
| Admin fee / account holder | $80 | $67+18.5% | $5,586-98.6% | $70+13.1% |