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 | $3,356 |
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 | $81,167 | $79,523+2.1% | $140,016-42.0% | $56,287+44.2% |
| Participation rate | 98.9% | 85.7%+13.2pp | 87.5%+11.4pp | 69.9%+29.0pp |
| Annual return | -5.57% | 2.39%-8.0pp | 651.12%-656.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,847 | $3,350-15.0% | $5,606-49.2% | $2,111+34.9% |
| Participant deferral / active EE | $3,733 | $5,129-27.2% | $6,927-46.1% | $3,350+11.4% |
| Admin fee / account holder | $18 | $614-97.1% | $10,705-99.8% | $521-96.6% |