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 Service code 37 · EIN 04-2647786 | Loan Processing | $2,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,507 | $50,637-4.2% | $86,590-44.0% | $62,292-22.1% |
| Participation rate | 43.3% | 67.9%-24.6pp | 73.5%-30.2pp | 69.5%-26.2pp |
| Annual return | 19.88% | 20.80%-0.9pp | 964.84%-945.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $864 | $2,075-58.4% | $2,839-69.6% | $2,042-57.7% |
| Participant deferral / active EE | $1,905 | $2,611-27.0% | $3,609-47.2% | $3,169-39.9% |
| Admin fee / account holder | $24 | $413-94.2% | $4,906-99.5% | $479-95.0% |