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 INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,063 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $198 |
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 | $53,443 | $39,859+34.1% | $78,689-32.1% | $57,658-7.3% |
| Participation rate | 94.2% | 66.1%+28.1pp | 73.6%+20.6pp | 70.2%+24.0pp |
| Annual return | 6.96% | 18.96%-12.0pp | 62.18%-55.2pp | 5.13%+1.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,358 | $2,248+182.8% | $3,517+80.8% | $3,061+107.7% |
| Admin fee / account holder | $8 | $76-89.7% | $4,510-99.8% | $95-91.7% |