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 INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $75,540 |
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 | $106,974 | $87,173+22.7% | $59,878+78.7% | $75,289+42.1% |
| Participation rate | 78.3% | 74.5%+3.8pp | 74.7%+3.6pp | 72.4%+5.9pp |
| Annual return | -3.86% | -2.14%-1.7pp | 3.46%-7.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $6,232 | $3,473+79.4% | $2,722+129.0% | $2,405+159.1% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $46 | $75-38.3% | $3,590-98.7% | $102-54.9% |