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 | -$26,990 |
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 | $131,723 | $62,543+110.6% | $83,333+58.1% | $55,725+136.4% |
| Participation rate | 79.8% | 78.4%+1.5pp | 77.8%+2.1pp | 70.9%+9.0pp |
| Annual return | -3.04% | 14.85%-17.9pp | 10.63%-13.7pp | 244.93%-248.0pp |
| Employer contribution / active EE | $1,394 | $2,427-42.6% | $3,379-58.7% | $2,078-32.9% |
| Participant deferral / active EE | $4,855 | $5,682-14.6% | $5,565-12.8% | $3,356+44.7% |
| Admin fee / account holder | -$24 | $103-123.2% | $7,510-100.3% | $115-120.8% |