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 | $61,529 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $46,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,821 | $82,917-56.8% | $103,333-65.3% | $77,643-53.9% |
| Participation rate | 79.2% | 71.6%+7.7pp | 74.5%+4.7pp | 70.6%+8.7pp |
| Annual return | 12.84% | 19.13%-6.3pp | 24.88%-12.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,070 | $3,552-41.7% | $3,868-46.5% | $2,726-24.0% |
| Participant deferral / active EE | $3,166 | $4,108-22.9% | $5,057-37.4% | $4,647-31.9% |
| Admin fee / account holder | $110 | $638-82.8% | $8,355-98.7% | $430-74.5% |