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 | -$39,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,741 | $92,090+84.3% | $106,201+59.8% | $77,671+118.5% |
| Participation rate | 92.3% | 81.0%+11.2pp | 75.3%+17.0pp | 70.6%+21.7pp |
| Annual return | 18.15% | 17.89%+0.3pp | 116.26%-98.1pp | 31.21%-13.1pp |
| Employer contribution / active EE | $3,553 | $3,368+5.5% | $3,170+12.1% | $2,726+30.3% |
| Participant deferral / active EE | $12,706 | $5,386+135.9% | $5,012+153.5% | $4,648+173.4% |
| Admin fee / account holder | -$27 | $219-112.3% | $11,039-100.2% | $430-106.3% |