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 | $18,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,995 | $129,021-54.3% | $184,203-68.0% | $77,643-24.0% |
| Participation rate | 87.3% | 87.3%0pp | 86.8%+0.5pp | 70.6%+16.7pp |
| Annual return | 15.53% | 33.27%-17.7pp | 28.81%-13.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,356 | $4,413-46.6% | $6,427-63.3% | $2,726-13.6% |
| Participant deferral / active EE | $4,670 | $7,297-36.0% | $9,131-48.9% | $4,647+0.5% |
| Admin fee / account holder | $25 | $254-90.0% | $13,901-99.8% | $430-94.1% |