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 Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS CO., INC. · BOSTON, MA 02109 | Loan Processing | $3,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,809 | $55,453-12.0% | $170,442-71.4% | $62,292-21.6% |
| Participation rate | 64.5% | 66.4%-1.8pp | 83.6%-19.1pp | 69.5%-5.0pp |
| Annual return | 12.64% | 21.38%-8.7pp | 205.93%-193.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,812 | $2,164-16.3% | $5,433-66.7% | $2,042-11.3% |
| Participant deferral / active EE | $1,601 | $2,303-30.5% | $4,939-67.6% | $3,169-49.5% |
| Admin fee / account holder | $26 | $455-94.3% | $13,880-99.8% | $479-94.5% |