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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $22,355 |
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 | $36,326 | $37,213-2.4% | $156,549-76.8% | $63,975-43.2% |
| Participation rate | 87.8% | 65.0%+22.8pp | 84.0%+3.8pp | 71.1%+16.6pp |
| Annual return | 7.47% | 47.89%-40.4pp | 32.23%-24.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,567 | $2,070+72.3% | $4,871-26.8% | $3,356+6.3% |
| Admin fee / account holder | $5 | $56-91.2% | $13,027-100.0% | $70-93.0% |