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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,012 | $84,936+62.5% | $111,297+24.0% | $79,386+73.8% |
| Participation rate | 95.5% | 75.9%+19.6pp | 77.3%+18.2pp | 70.7%+24.8pp |
| Annual return | 14.62% | 17.45%-2.8pp | 54.65%-40.0pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,937 | $1,979-2.1% | $2,731-29.1% | $2,427-20.2% |
| Participant deferral / active EE | $5,786 | $3,888+48.8% | $4,487+28.9% | $4,046+43.0% |
| Admin fee / account holder | $14 | $537-97.5% | $7,964-99.8% | $626-97.8% |