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 | $1,300 |
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 | $122,609 | $47,126+160.2% | $149,673-18.1% | $74,419+64.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.50% | 22.75%-2.3pp | 134.42%-113.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $4,981 | $1,905+161.4% | $4,818+3.4% | $2,637+88.8% |
| Participant deferral / active EE | $8,567 | $2,728+214.0% | $5,680+50.8% | $4,528+89.2% |
| Admin fee / account holder | $4 | $343-98.9% | $13,210-100.0% | $348-99.0% |