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 | -$16,528 |
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 | $141,798 | $65,592+116.2% | $90,160+57.3% | $69,631+103.6% |
| Participation rate | 80.1% | 77.6%+2.4pp | 76.9%+3.2pp | 70.7%+9.4pp |
| Annual return | 18.42% | 57.10%-38.7pp | 34.88%-16.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,290 | $2,193-41.2% | $3,318-61.1% | $2,032-36.5% |
| Participant deferral / active EE | $4,413 | $5,257-16.0% | $5,288-16.5% | $3,224+36.9% |
| Admin fee / account holder | -$14 | $86-116.3% | $5,943-100.2% | $110-112.7% |