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 FIIOC Service code 37 · EIN 04-2647786 | Loan Processing | $3,910 |
C2+ years Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $182,792 | $46,732+291.2% | $156,549+16.8% | $55,167+231.3% |
| Participation rate | 90.7% | 65.8%+24.9pp | 84.0%+6.7pp | 69.0%+21.7pp |
| Annual return | 7.22% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $6,941 | $2,105+229.7% | $5,501+26.2% | $1,963+253.7% |
| Participant deferral / active EE | $4,271 | $2,204+93.8% | $4,871-12.3% | $3,054+39.9% |
| Admin fee / account holder | $9 | $418-97.8% | $13,027-99.9% | $504-98.2% |