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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,174 | $98,727-36.0% | $113,168-44.2% | $85,563-26.2% |
| Participation rate | 86.4% | 80.8%+5.6pp | 76.6%+9.8pp | 66.0%+20.4pp |
| Annual return | 17.21% | 17.43%-0.2pp | 24.27%-7.1pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,623 | $2,907-44.2% | $2,975-45.4% | $2,654-38.8% |
| Participant deferral / active EE | $3,915 | $5,424-27.8% | $5,107-23.3% | $4,375-10.5% |
| Admin fee / account holder | $16 | $357-95.6% | $12,068-99.9% | $834-98.1% |