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 | $31,350 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,761 | $112,623-10.5% | $106,213-5.1% | $199,593-49.5% |
| Participation rate | 92.5% | 86.2%+6.2pp | 75.3%+17.2pp | 72.0%+20.5pp |
| Annual return | 15.43% | 15.57%-0.1pp | 116.14%-100.7pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,765 | $4,575-39.6% | $3,171-12.8% | $3,034-8.9% |
| Participant deferral / active EE | $6,274 | $6,659-5.8% | $5,016+25.1% | $5,087+23.3% |
| Admin fee / account holder | $19 | $107-82.6% | $11,033-99.8% | $269-93.1% |