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 | $5,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,282 | $87,870+54.0% | $113,168+19.5% | $74,304+82.1% |
| Participation rate | 93.9% | 70.7%+23.2pp | 76.6%+17.4pp | 60.3%+33.6pp |
| Annual return | 19.24% | 26.44%-7.2pp | 24.27%-5.0pp | 29.43%-10.2pp |
| Employer contribution / active EE | $4,471 | $2,277+96.3% | $2,975+50.3% | $2,241+99.5% |
| Participant deferral / active EE | $6,349 | $4,241+49.7% | $5,107+24.3% | $3,767+68.5% |
| Admin fee / account holder | $41 | $3,368-98.8% | $12,068-99.7% | $2,969-98.6% |