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 | $16,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,336 | $79,171-7.4% | $102,423-28.4% | $74,495-1.6% |
| Participation rate | 95.6% | 74.8%+20.8pp | 76.5%+19.1pp | 67.2%+28.4pp |
| Annual return | 16.67% | 54.93%-38.3pp | 29.32%-12.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,798 | $2,362+18.4% | $3,023-7.5% | $2,623+6.7% |
| Participant deferral / active EE | $5,456 | $4,415+23.6% | $5,053+8.0% | $4,346+25.5% |
| Admin fee / account holder | $111 | $2,001-94.4% | $9,451-98.8% | $1,942-94.3% |