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 INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $8,349 |
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 | $89,138 | $52,953+68.3% | $172,739-48.4% | $65,185+36.7% |
| Participation rate | 77.3% | 66.2%+11.1pp | 82.6%-5.4pp | 70.2%+7.1pp |
| Annual return | 19.21% | 30.12%-10.9pp | 802.84%-783.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $5,824 | $2,190+166.0% | $5,143+13.2% | $2,177+167.6% |
| Participant deferral / active EE | $2,781 | $2,471+12.6% | $5,198-46.5% | $3,514-20.8% |
| Admin fee / account holder | $48 | $472-89.8% | $13,954-99.7% | $847-94.3% |