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 | $4,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,985 | $79,428+4.5% | $106,548-22.1% | $79,386+4.5% |
| Participation rate | 76.4% | 74.1%+2.3pp | 76.1%+0.3pp | 70.7%+5.7pp |
| Annual return | 13.13% | 18.27%-5.1pp | 26.80%-13.7pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,387 | $2,234-37.9% | $2,819-50.8% | $2,427-42.9% |
| Participant deferral / active EE | $2,477 | $3,823-35.2% | $4,398-43.7% | $4,046-38.8% |
| Admin fee / account holder | $21 | $523-95.9% | $7,407-99.7% | $626-96.6% |