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 Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $39,418 |
Participant contribution per participant 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 | $89,259 | $122,693-27.3% | $184,203-51.5% | $199,593-55.3% |
| Participation rate | 99.7% | 86.8%+12.9pp | 86.8%+12.9pp | 72.0%+27.8pp |
| Annual return | 13.92% | 143.91%-130.0pp | 28.81%-14.9pp | 34.25%-20.3pp |
| Employer contribution / active EE | $2,460 | $4,584-46.3% | $6,427-61.7% | $3,034-18.9% |
| Participant deferral / active EE | $3,877 | $7,990-51.5% | $9,131-57.5% | $5,087-23.8% |
| Admin fee / account holder | $28 | $121-77.1% | $13,901-99.8% | $269-89.7% |