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 | $10,299 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,738 | $58,879+43.9% | $178,490-52.5% | $73,488+15.3% |
| Participation rate | 83.6% | 66.2%+17.3pp | 81.9%+1.6pp | 70.7%+12.9pp |
| Annual return | 12.57% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,694 | $2,236+20.5% | $5,011-46.2% | $2,270+18.7% |
| Participant deferral / active EE | $2,651 | $2,567+3.3% | $5,202-49.0% | $3,740-29.1% |
| Admin fee / account holder | $46 | $400-88.6% | $13,984-99.7% | $513-91.1% |