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 | $263,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,224 | $176,491-12.1% | $95,952+61.8% | $90,288+71.9% |
| Participation rate | 99.7% | 86.6%+13.1pp | 77.1%+22.6pp | 73.4%+26.3pp |
| Annual return | 16.64% | 20.14%-3.5pp | 91.61%-75.0pp | 53.97%-37.3pp |
| Employer contribution / active EE | $7,821 | $2,789+180.4% | $2,541+207.8% | $2,524+209.8% |
| Participant deferral / active EE | $6,923 | $5,340+29.7% | $4,167+66.1% | $4,232+63.6% |
| Admin fee / account holder | $50 | $154-67.4% | $6,795-99.3% | $114-55.9% |