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 INVEST INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $54,251 |
Service code 14 · EIN 47-1411118 | Plan Administrator | $11,250 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $6,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,765 | $95,274+16.3% | $135,903-18.5% | $74,419+48.8% |
| Participation rate | 96.2% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.4pp |
| Annual return | 18.75% | 32.77%-14.0pp | 68.23%-49.5pp | 34.38%-15.6pp |
| Employer contribution / active EE | $2,486 | $3,874-35.8% | $4,856-48.8% | $2,637-5.7% |
| Participant deferral / active EE | $11,878 | $7,782+52.6% | $7,758+53.1% | $4,528+162.3% |
| Admin fee / account holder | $191 | $266-28.2% | $10,762-98.2% | $348-45.1% |