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 | $278,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,721 | $130,141+6.6% | $86,677+60.0% | $77,904+78.1% |
| Participation rate | 98.1% | 85.9%+12.2pp | 76.6%+21.6pp | 73.7%+24.4pp |
| Annual return | -15.90% | -12.75%-3.2pp | 35.91%-51.8pp | 12.21%-28.1pp |
| Employer contribution / active EE | $9,512 | $3,220+195.4% | $2,836+235.4% | $2,848+234.0% |
| Participant deferral / active EE | $7,618 | $5,757+32.3% | $4,656+63.6% | $4,806+58.5% |
| Admin fee / account holder | $54 | $132-58.9% | $7,493-99.3% | $133-59.1% |