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 | $42,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,088 | $92,090+14.1% | $106,201-1.0% | $77,671+35.3% |
| Participation rate | 74.8% | 81.0%-6.3pp | 75.3%-0.5pp | 70.6%+4.2pp |
| Annual return | 13.48% | 17.89%-4.4pp | 116.26%-102.8pp | 31.21%-17.7pp |
| Employer contribution / active EE | $4,742 | $3,368+40.8% | $3,170+49.6% | $2,726+73.9% |
| Participant deferral / active EE | $7,991 | $5,386+48.3% | $5,012+59.4% | $4,648+71.9% |
| Admin fee / account holder | $106 | $219-51.6% | $11,039-99.0% | $430-75.4% |