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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,577 | $87,870-3.7% | $113,168-25.3% | $74,304+13.8% |
| Participation rate | 88.9% | 70.7%+18.1pp | 76.6%+12.3pp | 60.3%+28.5pp |
| Annual return | 23.23% | 26.44%-3.2pp | 24.27%-1.0pp | 29.43%-6.2pp |
| Employer contribution / active EE | $1,410 | $2,277-38.1% | $2,975-52.6% | $2,241-37.1% |
| Participant deferral / active EE | $4,559 | $4,241+7.5% | $5,107-10.7% | $3,767+21.0% |
| Admin fee / account holder | $12 | $3,368-99.7% | $12,068-99.9% | $2,969-99.6% |