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 | $6,481 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,049 | $50,820-40.9% | $155,567-80.7% | $77,671-61.3% |
| Participation rate | 73.5% | 63.1%+10.4pp | 78.2%-4.7pp | 70.6%+2.9pp |
| Annual return | 10.66% | 34.85%-24.2pp | 64.74%-54.1pp | 31.21%-20.5pp |
| Employer contribution / active EE | $580 | $1,993-70.9% | $4,674-87.6% | $2,726-78.7% |
| Participant deferral / active EE | $3,929 | $2,823+39.2% | $5,628-30.2% | $4,648-15.5% |
| Admin fee / account holder | $33 | $436-92.5% | $15,916-99.8% | $430-92.4% |