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 | -$2,009 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,797 | $55,415-30.0% | $155,509-75.1% | $74,495-47.9% |
| Participation rate | 82.7% | 61.9%+20.8pp | 78.2%+4.5pp | 67.2%+15.5pp |
| Annual return | 17.68% | 268.50%-250.8pp | 64.67%-47.0pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,647 | $2,267-27.3% | $4,672-64.7% | $2,623-37.2% |
| Participant deferral / active EE | $3,491 | $2,836+23.1% | $5,626-37.9% | $4,346-19.7% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |