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 | -$13,998 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,383 | $129,021+36.7% | $184,203-4.2% | $77,643+127.2% |
| Participation rate | 97.1% | 87.3%+9.7pp | 86.8%+10.3pp | 70.6%+26.5pp |
| Annual return | 15.81% | 33.27%-17.5pp | 28.81%-13.0pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,463 | $4,413+1.1% | $6,427-30.6% | $2,726+63.7% |
| Participant deferral / active EE | $15,765 | $7,297+116.0% | $9,131+72.7% | $4,647+239.2% |
| Admin fee / account holder | -$66 | $254-125.9% | $13,901-100.5% | $430-115.3% |