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 | $44,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,022 | $88,890-43.7% | $102,423-51.2% | $77,643-35.6% |
| Participation rate | 92.6% | 80.9%+11.7pp | 76.5%+16.1pp | 70.6%+22.0pp |
| Annual return | 12.81% | 24.98%-12.2pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,752 | $2,698-35.1% | $3,023-42.1% | $2,726-35.7% |
| Participant deferral / active EE | $4,134 | $5,145-19.7% | $5,053-18.2% | $4,647-11.0% |
| Admin fee / account holder | $88 | $235-62.7% | $9,451-99.1% | $430-79.6% |