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 | $2,556 |
Service code 60 | Sub-TA Fees | $0 |
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 | $109,941 | $136,307-19.3% | $177,821-38.2% | $73,488+49.6% |
| Participation rate | 89.3% | 86.1%+3.2pp | 87.7%+1.6pp | 70.7%+18.6pp |
| Annual return | 14.93% | 18.68%-3.8pp | 48.32%-33.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,137 | $3,712-15.5% | $5,918-47.0% | $2,270+38.2% |
| Participant deferral / active EE | $3,950 | $5,829-32.2% | $7,714-48.8% | $3,740+5.6% |
| Admin fee / account holder | $17 | $596-97.2% | $12,427-99.9% | $513-96.7% |