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 | $2,968 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,906 | $77,503+105.0% | $100,391+58.3% | $80,856+96.5% |
| Participation rate | 90.7% | 76.9%+13.8pp | 81.5%+9.2pp | 67.6%+23.1pp |
| Annual return | 17.30% | 37.20%-19.9pp | 49.20%-31.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,734 | $2,801-38.1% | $3,942-56.0% | $2,755-37.1% |
| Participant deferral / active EE | $4,200 | $6,820-38.4% | $8,082-48.0% | $4,296-2.2% |
| Admin fee / account holder | $57 | $5,897-99.0% | $7,899-99.3% | $6,918-99.2% |