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 | $104,919-8.8% | $116,228-17.7% | $85,563+11.9% |
| Participation rate | 89.0% | 78.6%+10.3pp | 74.6%+14.4pp | 66.0%+23.0pp |
| Annual return | 14.98% | 15.38%-0.4pp | 90.06%-75.1pp | 31.51%-16.5pp |
| Employer contribution / active EE | $2,822 | $3,485-19.0% | $2,994-5.7% | $2,654+6.4% |
| Participant deferral / active EE | $5,572 | $5,306+5.0% | $4,953+12.5% | $4,375+27.3% |
| Admin fee / account holder | $116 | $429-72.9% | $11,989-99.0% | $834-86.1% |