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 |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $16,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,740 | $69,305+108.8% | $82,313+75.8% | $69,631+107.9% |
| Participation rate | 76.3% | 80.3%-3.9pp | 76.9%-0.6pp | 70.7%+5.7pp |
| Annual return | 33.76% | 21.47%+12.3pp | 25.88%+7.9pp | 27571.02%-27537.3pp |
| Employer contribution / active EE | $4,999 | $1,887+165.0% | $2,428+105.9% | $2,032+146.0% |
| Participant deferral / active EE | $4,956 | $3,568+38.9% | $3,706+33.7% | $3,224+53.7% |
| Admin fee / account holder | $27 | $97-72.3% | $5,608-99.5% | $110-75.6% |