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 |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $21,797 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,372 | $79,171-46.5% | $102,423-58.6% | $74,495-43.1% |
| Participation rate | 74.8% | 74.8%0pp | 76.5%-1.7pp | 67.2%+7.6pp |
| Annual return | 13.60% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,301 | $2,362-44.9% | $3,023-57.0% | $2,623-50.4% |
| Participant deferral / active EE | $2,359 | $4,415-46.6% | $5,053-53.3% | $4,346-45.7% |
| Admin fee / account holder | $15 | $2,001-99.3% | $9,451-99.8% | $1,942-99.2% |