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 | $67,452 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,580 |
Service code 49 · EIN 04-2530412 | Other Services | $9,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,881 | $106,028+18.7% | $146,958-14.3% | $77,643+62.1% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.8pp | 70.6%+24.3pp |
| Annual return | 16.48% | 56.73%-40.2pp | 418.34%-401.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $3,466 | $4,063-14.7% | $4,933-29.7% | $2,726+27.1% |
| Participant deferral / active EE | $13,517 | $7,990+69.2% | $8,070+67.5% | $4,647+190.9% |
| Admin fee / account holder | $243 | $337-28.1% | $12,998-98.1% | $430-43.6% |