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 | -$1,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,841 | $122,239+18.5% | $184,203-21.4% | $74,495+94.4% |
| Participation rate | 97.5% | 85.5%+12.0pp | 86.8%+10.7pp | 67.2%+30.3pp |
| Annual return | 19.17% | 19.95%-0.8pp | 28.81%-9.6pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $5,384 | $4,537+18.6% | $6,427-16.2% | $2,623+105.2% |
| Participant deferral / active EE | $4,993 | $7,139-30.1% | $9,131-45.3% | $4,346+14.9% |
| Admin fee / account holder | -$7 | $1,260-100.5% | $13,901-100.0% | $1,942-100.4% |