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 | -$70,603 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,361 | $79,171-18.7% | $102,423-37.2% | $74,495-13.6% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 23.46% | 54.93%-31.5pp | 29.32%-5.9pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $1,858 | $2,362-21.3% | $3,023-38.5% | $2,623-29.2% |
| Participant deferral / active EE | $6,183 | $4,415+40.0% | $5,053+22.4% | $4,346+42.3% |
| Admin fee / account holder | $128 | $2,001-93.6% | $9,451-98.6% | $1,942-93.4% |