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 | $37,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,078 | $122,239+66.9% | $184,203+10.8% | $74,495+173.9% |
| Participation rate | 92.1% | 85.5%+6.6pp | 86.8%+5.3pp | 67.2%+24.9pp |
| Annual return | 17.56% | 19.95%-2.4pp | 28.81%-11.3pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $4,538 | $4,5370% | $6,427-29.4% | $2,623+73.0% |
| Participant deferral / active EE | $15,801 | $7,139+121.3% | $9,131+73.0% | $4,346+263.6% |
| Admin fee / account holder | $227 | $1,260-82.0% | $13,901-98.4% | $1,942-88.3% |