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 | -$6,615 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,274 | $131,799+61.1% | $200,582+5.8% | $85,563+148.1% |
| Participation rate | 98.4% | 87.9%+10.5pp | 86.9%+11.6pp | 66.0%+32.5pp |
| Annual return | 17.88% | 21.59%-3.7pp | 42.33%-24.5pp | 31.51%-13.6pp |
| Employer contribution / active EE | $4,764 | $4,532+5.1% | $6,419-25.8% | $2,654+79.5% |
| Participant deferral / active EE | $16,795 | $7,702+118.1% | $9,331+80.0% | $4,375+283.9% |
| Admin fee / account holder | -$62 | $235-126.6% | $16,305-100.4% | $834-107.5% |