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 | $3,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,299 | $50,820+223.3% | $155,567+5.6% | $77,671+111.5% |
| Participation rate | 98.9% | 63.1%+35.7pp | 78.2%+20.7pp | 70.6%+28.3pp |
| Annual return | 18.67% | 34.85%-16.2pp | 64.74%-46.1pp | 31.21%-12.5pp |
| Employer contribution / active EE | $5,644 | $1,993+183.2% | $4,674+20.8% | $2,726+107.0% |
| Participant deferral / active EE | $6,749 | $2,823+139.0% | $5,628+19.9% | $4,648+45.2% |
| Admin fee / account holder | $10 | $436-97.8% | $15,916-99.9% | $430-97.7% |