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 INVEST INST OP CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $427,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,751 | $152,281-45.0% | $106,213-21.1% | $99,062-15.5% |
| Participation rate | 98.7% | 92.2%+6.5pp | 75.3%+23.4pp | 71.6%+27.1pp |
| Annual return | 13.79% | 15.00%-1.2pp | 116.14%-102.4pp | 17.66%-3.9pp |
| Employer contribution / active EE | $4,684 | $5,348-12.4% | $3,171+47.7% | $3,262+43.6% |
| Participant deferral / active EE | $5,424 | $8,206-33.9% | $5,016+8.1% | $5,331+1.7% |
| Admin fee / account holder | $67 | $77-13.6% | $11,033-99.4% | $109-38.5% |