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 | $1,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,879 | $60,022+41.4% | $88,946-4.6% | $84,808+0.1% |
| Participation rate | 97.0% | 57.8%+39.2pp | 68.8%+28.2pp | 68.3%+28.7pp |
| Annual return | 16.59% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,376 | $1,703-19.2% | $2,555-46.1% | $2,631-47.7% |
| Participant deferral / active EE | $6,246 | $3,114+100.6% | $4,581+36.3% | $4,212+48.3% |
| Admin fee / account holder | $41 | $4,811-99.1% | $8,261-99.5% | $7,344-99.4% |