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 | $29,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,461 | $110,299+99.9% | $102,423+115.2% | $199,593+10.5% |
| Participation rate | 97.3% | 86.3%+11.0pp | 76.5%+20.8pp | 72.0%+25.4pp |
| Annual return | 13.29% | 35.73%-22.4pp | 29.32%-16.0pp | 34.25%-21.0pp |
| Employer contribution / active EE | $7,350 | $3,603+104.0% | $3,023+143.1% | $3,034+142.2% |
| Participant deferral / active EE | $6,587 | $6,376+3.3% | $5,053+30.4% | $5,087+29.5% |
| Admin fee / account holder | $24 | $122-80.5% | $9,451-99.7% | $269-91.1% |