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 | $75,992 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $52,172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,121 | $89,436-42.8% | $164,813-69.0% | $77,643-34.2% |
| Participation rate | 92.9% | 78.6%+14.3pp | 78.6%+14.3pp | 70.6%+22.3pp |
| Annual return | 14.62% | 28.83%-14.2pp | 69.93%-55.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,505 | $2,569-41.4% | $4,341-65.3% | $2,726-44.8% |
| Participant deferral / active EE | $6,489 | $4,897+32.5% | $6,031+7.6% | $4,647+39.6% |
| Admin fee / account holder | $171 | $339-49.6% | $12,690-98.7% | $430-60.2% |