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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,589 | $73,360+28.9% | $177,989-46.9% | $74,495+27.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 15.66% | 17.49%-1.8pp | 294.48%-278.8pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,213 | $2,216-0.2% | $3,949-44.0% | $2,623-15.6% |
| Participant deferral / active EE | $5,788 | $4,513+28.2% | $6,276-7.8% | $4,346+33.2% |
| Admin fee / account holder | $35 | $1,808-98.1% | $10,363-99.7% | $1,942-98.2% |