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 | $50,815+223.3% | $155,509+5.7% | $77,643+111.6% |
| Participation rate | 98.9% | 63.1%+35.7pp | 78.2%+20.7pp | 70.6%+28.3pp |
| Annual return | 18.67% | 34.80%-16.1pp | 64.67%-46.0pp | 31.24%-12.6pp |
| Employer contribution / active EE | $5,644 | $1,993+183.2% | $4,672+20.8% | $2,726+107.1% |
| Participant deferral / active EE | $6,749 | $2,822+139.1% | $5,626+19.9% | $4,647+45.2% |
| Admin fee / account holder | $10 | $437-97.8% | $15,912-99.9% | $430-97.7% |