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 | -$39,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,040 | $79,171+214.6% | $102,423+143.1% | $74,495+234.3% |
| Participation rate | 76.7% | 74.8%+1.9pp | 76.5%+0.2pp | 67.2%+9.5pp |
| Annual return | 13.66% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,597 | $2,362+52.3% | $3,023+19.0% | $2,623+37.1% |
| Participant deferral / active EE | $8,903 | $4,415+101.6% | $5,053+76.2% | $4,346+104.9% |
| Admin fee / account holder | $19 | $2,001-99.1% | $9,451-99.8% | $1,942-99.0% |