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 INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,038 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,005 | $74,089+2.6% | $133,980-43.3% | $55,167+37.8% |
| Participation rate | 88.4% | 84.3%+4.1pp | 87.1%+1.3pp | 69.0%+19.4pp |
| Annual return | 6.41% | 12.11%-5.7pp | 29.30%-22.9pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,609 | $3,064-14.8% | $5,211-49.9% | $1,963+32.9% |
| Participant deferral / active EE | $3,380 | $4,678-27.8% | $6,282-46.2% | $3,054+10.7% |
| Admin fee / account holder | $17 | $458-96.4% | $9,324-99.8% | $504-96.7% |