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 | $6,431 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,267 | $87,870+73.3% | $113,168+34.5% | $74,304+104.9% |
| Participation rate | 99.1% | 70.7%+28.3pp | 76.6%+22.5pp | 60.3%+38.7pp |
| Annual return | 6.19% | 26.44%-20.2pp | 24.27%-18.1pp | 29.43%-23.2pp |
| Employer contribution / active EE | $3,947 | $2,277+73.3% | $2,975+32.6% | $2,241+76.1% |
| Participant deferral / active EE | $9,743 | $4,241+129.7% | $5,107+90.8% | $3,767+158.6% |
| Admin fee / account holder | $46 | $3,368-98.6% | $12,068-99.6% | $2,969-98.5% |