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 | $4,013 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,374 | $62,127+134.0% | $81,382+78.6% | $74,495+95.1% |
| Participation rate | 97.0% | 64.0%+33.0pp | 69.5%+27.5pp | 67.2%+29.8pp |
| Annual return | 20.66% | 16.48%+4.2pp | 24.73%-4.1pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $5,579 | $1,882+196.4% | $2,463+126.5% | $2,623+112.7% |
| Participant deferral / active EE | $5,655 | $3,229+75.1% | $3,883+45.6% | $4,346+30.1% |
| Admin fee / account holder | $30 | $1,934-98.5% | $5,768-99.5% | $1,942-98.5% |