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 | $11,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,220 | $62,544-53.3% | $129,207-77.4% | $199,593-85.4% |
| Participation rate | 73.8% | 56.8%+17.0pp | 69.6%+4.2pp | 72.0%+1.8pp |
| Annual return | 13.43% | 16.95%-3.5pp | 9417.33%-9403.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,322 | $2,394-44.8% | $4,153-68.2% | $3,034-56.4% |
| Participant deferral / active EE | $2,503 | $3,123-19.9% | $4,168-39.9% | $5,087-50.8% |
| Admin fee / account holder | $8 | $167-95.0% | $7,715-99.9% | $269-96.9% |