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 | -$11,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,405 | $88,890+11.8% | $102,423-2.9% | $77,643+28.0% |
| Participation rate | 96.6% | 80.9%+15.6pp | 76.5%+20.1pp | 70.6%+26.0pp |
| Annual return | 18.99% | 24.98%-6.0pp | 29.32%-10.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $2,092 | $2,698-22.4% | $3,023-30.8% | $2,726-23.2% |
| Participant deferral / active EE | $5,995 | $5,145+16.5% | $5,053+18.6% | $4,647+29.0% |
| Admin fee / account holder | $14 | $235-93.9% | $9,451-99.8% | $430-96.7% |