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 | $1,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,036 | $57,016+29.9% | $84,966-12.9% | $80,856-8.4% |
| Participation rate | 97.6% | 56.3%+41.2pp | 67.5%+30.1pp | 67.6%+30.0pp |
| Annual return | 12.96% | 21.66%-8.7pp | 66.38%-53.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,275 | $1,798-29.1% | $2,727-53.3% | $2,755-53.7% |
| Participant deferral / active EE | $5,621 | $3,110+80.8% | $4,519+24.4% | $4,296+30.9% |
| Admin fee / account holder | $34 | $4,980-99.3% | $6,149-99.5% | $6,918-99.5% |