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 | $12,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,558 | $65,061+17.7% | $143,757-46.7% | $66,914+14.4% |
| Participation rate | 79.4% | 65.2%+14.2pp | 80.3%-0.9pp | 69.8%+9.6pp |
| Annual return | -14.36% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,530 | $2,361+49.5% | $4,951-28.7% | $2,544+38.7% |
| Participant deferral / active EE | $3,423 | $2,919+17.3% | $5,637-39.3% | $4,237-19.2% |
| Admin fee / account holder | $51 | $502-89.9% | $14,673-99.7% | $593-91.5% |