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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,989 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,422 | $82,917-17.5% | $103,333-33.8% | $77,643-11.9% |
| Participation rate | 99.4% | 71.6%+27.9pp | 74.5%+24.9pp | 70.6%+28.8pp |
| Annual return | 16.54% | 19.13%-2.6pp | 24.88%-8.3pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,920 | $3,552-17.8% | $3,868-24.5% | $2,726+7.1% |
| Participant deferral / active EE | $8,259 | $4,108+101.0% | $5,057+63.3% | $4,647+77.7% |
| Admin fee / account holder | $213 | $638-66.6% | $8,355-97.5% | $430-50.5% |