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 | $103,024-38.7% | $112,040-43.6% | $79,634-20.7% |
| Participation rate | 86.4% | 80.6%+5.8pp | 76.5%+9.9pp | 62.5%+23.9pp |
| Annual return | 17.21% | 17.60%-0.4pp | 24.52%-7.3pp | 36.46%-19.3pp |
| Employer contribution / active EE | $1,623 | $3,015-46.2% | $2,954-45.0% | $2,529-35.8% |
| Participant deferral / active EE | $3,915 | $5,233-25.2% | $5,098-23.2% | $3,835+2.1% |
| Admin fee / account holder | $16 | $465-96.7% | $12,098-99.9% | $1,002-98.5% |