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 | $2,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,892 | $86,929+3.4% | $102,423-12.2% | $80,856+11.2% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 19.22% | 18.88%+0.3pp | 29.32%-10.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $4,175 | $2,369+76.2% | $3,023+38.1% | $2,755+51.6% |
| Participant deferral / active EE | $5,811 | $4,118+41.1% | $5,053+15.0% | $4,296+35.3% |
| Admin fee / account holder | $16 | $8,049-99.8% | $9,451-99.8% | $6,918-99.8% |