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 | $69,232 |
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $46,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,903 | $106,028-35.0% | $146,958-53.1% | $77,643-11.3% |
| Participation rate | 92.7% | 78.4%+14.4pp | 82.2%+10.6pp | 70.6%+22.2pp |
| Annual return | 17.63% | 56.73%-39.1pp | 418.34%-400.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $3,013 | $4,063-25.8% | $4,933-38.9% | $2,726+10.5% |
| Participant deferral / active EE | $8,336 | $7,990+4.3% | $8,070+3.3% | $4,647+79.4% |
| Admin fee / account holder | $203 | $337-39.7% | $12,998-98.4% | $430-52.8% |