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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,277 |
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 | $155,123 | $87,870+76.5% | $113,168+37.1% | $74,304+108.8% |
| Participation rate | 96.5% | 70.7%+25.7pp | 76.6%+19.9pp | 60.3%+36.1pp |
| Annual return | 16.10% | 26.44%-10.3pp | 24.27%-8.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,318 | $2,277+1.8% | $2,975-22.1% | $2,241+3.4% |
| Participant deferral / active EE | $6,732 | $4,241+58.7% | $5,107+31.8% | $3,767+78.7% |
| Admin fee / account holder | $10 | $3,368-99.7% | $12,068-99.9% | $2,969-99.7% |