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 | $3,106 |
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 | $93,448 | $89,739+4.1% | $149,718-37.6% | $62,292+50.0% |
| Participation rate | 83.3% | 85.1%-1.8pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 16.32% | 21.01%-4.7pp | 1501.63%-1485.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,435 | $3,233-24.7% | $5,445-55.3% | $2,042+19.2% |
| Participant deferral / active EE | $3,278 | $4,797-31.7% | $6,569-50.1% | $3,169+3.4% |
| Admin fee / account holder | $18 | $551-96.6% | $11,283-99.8% | $479-96.1% |