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. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,231 |
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 | $170,260 | $136,307+24.9% | $177,821-4.3% | $73,488+131.7% |
| Participation rate | 89.1% | 86.1%+3.0pp | 87.7%+1.4pp | 70.7%+18.4pp |
| Annual return | 34.67% | 18.68%+16.0pp | 48.32%-13.7pp | 28.51%+6.2pp |
| Employer contribution / active EE | $8,533 | $3,712+129.9% | $5,918+44.2% | $2,270+275.9% |
| Participant deferral / active EE | $15,339 | $5,829+163.2% | $7,714+98.8% | $3,740+310.2% |
| Admin fee / account holder | $10 | $596-98.4% | $12,427-99.9% | $513-98.1% |