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 INSTIT'L OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $950 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,321 | $66,310+1.5% | $93,606-28.1% | $65,185+3.3% |
| Participation rate | 80.5% | 74.0%+6.5pp | 75.8%+4.7pp | 70.2%+10.3pp |
| Annual return | 15.80% | 42.58%-26.8pp | 32.76%-17.0pp | 29.38%-13.6pp |
| Employer contribution / active EE | $1,335 | $2,012-33.6% | $2,718-50.9% | $2,177-38.7% |
| Participant deferral / active EE | $2,324 | $3,342-30.5% | $4,069-42.9% | $3,514-33.9% |
| Admin fee / account holder | $5 | $6,897-99.9% | $7,888-99.9% | $847-99.4% |