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 | $1,162 |
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 | $123,076 | $58,879+109.0% | $178,490-31.0% | $73,488+67.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.73% | 24.86%-3.1pp | 151.07%-129.3pp | 28.51%-6.8pp |
| Employer contribution / active EE | $4,600 | $2,236+105.7% | $5,011-8.2% | $2,270+102.6% |
| Participant deferral / active EE | $7,375 | $2,567+187.3% | $5,202+41.8% | $3,740+97.2% |
| Admin fee / account holder | $4 | $400-99.0% | $13,984-100.0% | $513-99.3% |