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 6-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 | $4,340 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,383 | $82,917+27.1% | $103,333+2.0% | $77,643+35.7% |
| Participation rate | 84.1% | 71.6%+12.6pp | 74.5%+9.6pp | 70.6%+13.5pp |
| Annual return | 18.07% | 19.13%-1.1pp | 24.88%-6.8pp | 31.24%-13.2pp |
| Employer contribution / active EE | $6,501 | $3,552+83.1% | $3,868+68.1% | $2,726+138.5% |
| Participant deferral / active EE | $7,199 | $4,108+75.2% | $5,057+42.3% | $4,647+54.9% |
| Admin fee / account holder | $7 | $638-98.9% | $8,355-99.9% | $430-98.4% |