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 | $1,556 |
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 | $100,049 | $52,953+88.9% | $172,739-42.1% | $65,185+53.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.91% | 30.12%-7.2pp | 802.84%-779.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $4,361 | $2,190+99.1% | $5,143-15.2% | $2,177+100.3% |
| Participant deferral / active EE | $6,611 | $2,471+167.6% | $5,198+27.2% | $3,514+88.2% |
| Admin fee / account holder | $5 | $472-98.9% | $13,954-100.0% | $847-99.4% |