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 | -$1,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,422 | $79,171-37.6% | $102,423-51.7% | $74,495-33.7% |
| Participation rate | 76.9% | 74.8%+2.1pp | 76.5%+0.4pp | 67.2%+9.7pp |
| Annual return | 15.64% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $7,189 | $2,362+204.3% | $3,023+137.8% | $2,623+174.1% |
| Participant deferral / active EE | $3,169 | $4,415-28.2% | $5,053-37.3% | $4,346-27.1% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |