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 10-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 INSTITUIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $27,539 |
Service code 60 | Sub-TA Fees | $0 |
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 | $35,957 | $62,324-42.3% | $68,509-47.5% | $55,191-34.9% |
| Participation rate | 78.5% | 78.9%-0.4pp | 74.7%+3.8pp | 69.2%+9.4pp |
| Annual return | -0.79% | 4.26%-5.0pp | 8.27%-9.1pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,586 | $2,223-28.6% | $2,278-30.4% | $1,899-16.5% |
| Participant deferral / active EE | $2,275 | $3,425-33.6% | $3,382-32.7% | $3,046-25.3% |
| Admin fee / account holder | $94 | $91+3.2% | $5,275-98.2% | $91+3.9% |