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 | $36,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,155 | $95,880+58.7% | $107,525+41.5% | $85,563+77.8% |
| Participation rate | 98.2% | 70.1%+28.1pp | 75.1%+23.1pp | 66.0%+32.2pp |
| Annual return | 20.23% | 68.06%-47.8pp | 181.32%-161.1pp | 31.51%-11.3pp |
| Employer contribution / active EE | $6,678 | $3,812+75.2% | $3,754+77.9% | $2,654+151.6% |
| Participant deferral / active EE | $16,518 | $4,201+293.2% | $5,116+222.9% | $4,375+277.5% |
| Admin fee / account holder | $79 | $1,025-92.3% | $8,919-99.1% | $834-90.5% |