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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,776 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,016 | $98,727-53.4% | $113,168-59.3% | $85,563-46.2% |
| Participation rate | 89.7% | 80.8%+8.9pp | 76.6%+13.2pp | 66.0%+23.8pp |
| Annual return | 15.03% | 17.43%-2.4pp | 24.27%-9.2pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,066 | $2,907-63.3% | $2,975-64.2% | $2,654-59.8% |
| Participant deferral / active EE | $3,252 | $5,424-40.1% | $5,107-36.3% | $4,375-25.7% |
| Admin fee / account holder | $148 | $357-58.6% | $12,068-98.8% | $834-82.3% |