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 |
|---|---|---|
Filed as: FIDELITY INV INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $18,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,529 | $84,487+190.6% | $125,339+95.9% | $66,914+266.9% |
| Participation rate | 89.1% | 76.4%+12.6pp | 82.4%+6.7pp | 69.8%+19.3pp |
| Annual return | -17.49% | -8.39%-9.1pp | 572.05%-589.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $12,101 | $3,553+240.6% | $4,814+151.4% | $2,544+375.6% |
| Participant deferral / active EE | $5,245 | $6,781-22.7% | $7,446-29.6% | $4,237+23.8% |
| Admin fee / account holder | $78 | $685-88.6% | $10,010-99.2% | $593-86.8% |