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 | $13,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,909 | $129,021-4.7% | $184,203-33.3% | $77,643+58.3% |
| Participation rate | 97.0% | 87.3%+9.6pp | 86.8%+10.2pp | 70.6%+26.4pp |
| Annual return | 16.74% | 33.27%-16.5pp | 28.81%-12.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $4,783 | $4,413+8.4% | $6,427-25.6% | $2,726+75.5% |
| Participant deferral / active EE | $15,153 | $7,297+107.6% | $9,131+65.9% | $4,647+226.1% |
| Admin fee / account holder | $14 | $254-94.4% | $13,901-99.9% | $430-96.7% |