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 | $2,925 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,232 | $50,982-28.9% | $154,803-76.6% | $85,563-57.7% |
| Participation rate | 85.8% | 59.8%+26.0pp | 78.1%+7.8pp | 66.0%+19.9pp |
| Annual return | 10.87% | 30.35%-19.5pp | 58.88%-48.0pp | 31.51%-20.6pp |
| Employer contribution / active EE | $352 | $1,708-79.4% | $4,305-91.8% | $2,654-86.7% |
| Participant deferral / active EE | $2,341 | $2,474-5.4% | $5,540-57.7% | $4,375-46.5% |
| Admin fee / account holder | $8 | $846-99.1% | $14,329-99.9% | $834-99.0% |