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 | $23,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,156 | $62,544-50.2% | $129,207-75.9% | $199,593-84.4% |
| Participation rate | 75.7% | 56.8%+18.9pp | 69.6%+6.1pp | 72.0%+3.7pp |
| Annual return | 14.23% | 16.95%-2.7pp | 9417.33%-9403.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $1,454 | $2,394-39.3% | $4,153-65.0% | $3,034-52.1% |
| Participant deferral / active EE | $2,708 | $3,123-13.3% | $4,168-35.0% | $5,087-46.8% |
| Admin fee / account holder | $13 | $167-92.1% | $7,715-99.8% | $269-95.1% |