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 INST. OPER. CO Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $6,300 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $170,921 | $122,709+39.3% | $88,497+93.1% | $57,658+196.4% |
| Participation rate | 98.4% | 89.9%+8.5pp | 82.4%+16.0pp | 70.2%+28.2pp |
| Annual return | 5.35% | 10.63%-5.3pp | 7.63%-2.3pp | 5.13%+0.2pp |
| Employer contribution / active EE | $6,581 | $4,531+45.2% | $4,036+63.0% | $1,974+233.4% |
| Participant deferral / active EE | $5,998 | $6,704-10.5% | $4,899+22.4% | $3,061+96.0% |
| Admin fee / account holder | $22 | $93-76.0% | $6,220-99.6% | $95-76.5% |