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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,710 | $107,218-10.7% | $115,768-17.3% | $79,634+20.2% |
| Participation rate | 89.0% | 76.8%+12.1pp | 74.4%+14.6pp | 62.5%+26.5pp |
| Annual return | 14.98% | 15.41%-0.4pp | 100.46%-85.5pp | 36.46%-21.5pp |
| Employer contribution / active EE | $2,822 | $3,627-22.2% | $2,940-4.0% | $2,529+11.6% |
| Participant deferral / active EE | $5,572 | $5,091+9.4% | $4,917+13.3% | $3,835+45.3% |
| Admin fee / account holder | $116 | $576-79.8% | $12,439-99.1% | $1,002-88.4% |