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 9-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 INVESTMENTS INST. Service code 37 · EIN 04-2647786 | Loan Processing | $869 |
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 | $82,868 | $55,453+49.4% | $170,442-51.4% | $62,292+33.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.46% | 21.38%-0.9pp | 205.93%-185.5pp | 28.90%-8.4pp |
| Employer contribution / active EE | $7,173 | $2,164+231.5% | $5,433+32.0% | $2,042+251.2% |
| Participant deferral / active EE | $5,669 | $2,303+146.2% | $4,939+14.8% | $3,169+78.9% |
| Admin fee / account holder | $3 | $455-99.3% | $13,880-100.0% | $479-99.3% |