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 4-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 INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $7,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,512 | $65,061-59.3% | $143,757-81.6% | $66,914-60.4% |
| Participation rate | 91.7% | 65.2%+26.5pp | 80.3%+11.4pp | 69.8%+21.9pp |
| Annual return | -17.01% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,114 | $2,361-10.4% | $4,951-57.3% | $2,544-16.9% |
| Participant deferral / active EE | $6,939 | $2,919+137.7% | $5,637+23.1% | $4,237+63.8% |
| Admin fee / account holder | $59 | $502-88.3% | $14,673-99.6% | $593-90.1% |