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 | -$2,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,325 | $59,097+110.4% | $82,389+50.9% | $74,304+67.3% |
| Participation rate | 82.7% | 52.8%+30.0pp | 69.5%+13.2pp | 60.3%+22.4pp |
| Annual return | 14.89% | 22.85%-8.0pp | 28.67%-13.8pp | 29.43%-14.5pp |
| Employer contribution / active EE | $893 | $1,601-44.2% | $2,517-64.5% | $2,241-60.2% |
| Participant deferral / active EE | $4,457 | $2,775+60.6% | $4,155+7.3% | $3,767+18.3% |
| Admin fee / account holder | -$11 | $4,489-100.3% | $7,231-100.2% | $2,969-100.4% |