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 | $34,549 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $28,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,934 | $87,870-23.8% | $113,168-40.9% | $74,304-9.9% |
| Participation rate | 95.9% | 70.7%+25.2pp | 76.6%+19.4pp | 60.3%+35.6pp |
| Annual return | 16.39% | 26.44%-10.1pp | 24.27%-7.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,758 | $2,277-22.8% | $2,975-40.9% | $2,241-21.6% |
| Participant deferral / active EE | $7,540 | $4,241+77.8% | $5,107+47.7% | $3,767+100.2% |
| Admin fee / account holder | $277 | $3,368-91.8% | $12,068-97.7% | $2,969-90.7% |