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 | $23,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,611 | $55,472+153.5% | $155,567-9.6% | $74,546+88.6% |
| Participation rate | 99.1% | 61.9%+37.1pp | 78.2%+20.9pp | 67.2%+31.8pp |
| Annual return | 15.34% | 268.72%-253.4pp | 64.74%-49.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $4,032 | $2,269+77.7% | $4,674-13.7% | $2,624+53.6% |
| Participant deferral / active EE | $10,177 | $2,838+258.6% | $5,628+80.8% | $4,347+134.1% |
| Admin fee / account holder | $156 | $1,743-91.1% | $15,916-99.0% | $1,944-92.0% |