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 INVEST INSTIT OPERATION CO Service code 37 · EIN 04-2647786 | Loan Processing | -$16,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,617 | $70,106+70.6% | $80,975+47.7% | $63,975+87.0% |
| Participation rate | 79.0% | 79.4%-0.4pp | 75.8%+3.2pp | 71.1%+7.8pp |
| Annual return | 6.88% | 13.93%-7.0pp | 17.10%-10.2pp | 48.65%-41.8pp |
| Employer contribution / active EE | $1,201 | $2,042-41.2% | $3,714-67.7% | $2,182-45.0% |
| Participant deferral / active EE | $4,073 | $5,245-22.3% | $5,696-28.5% | $3,356+21.4% |
| Admin fee / account holder | -$13 | $57-122.5% | $5,516-100.2% | $70-118.2% |