Filed August 8, 2024 (most recent of 4 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $147,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,410 | $164,350+45.7% | $95,952+149.5% | $106,222+125.4% |
| Participation rate | 99.5% | 90.5%+9.1pp | 77.1%+22.5pp | 70.8%+28.7pp |
| Annual return | 17.38% | 14.56%+2.8pp | 91.61%-74.2pp | 21.69%-4.3pp |
| Employer contribution / active EE | $7,614 | $4,292+77.4% | $2,541+199.6% | $2,723+179.6% |
| Participant deferral / active EE | $18,362 | $7,854+133.8% | $4,167+340.7% | $4,600+299.2% |
| Admin fee / account holder | $2 | $65-97.0% | $6,795-100.0% | $78-97.5% |