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 | $3,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,178 | $58,926-45.4% | $97,226-66.9% | $74,495-56.8% |
| Participation rate | 95.2% | 63.5%+31.7pp | 72.7%+22.5pp | 67.2%+28.0pp |
| Annual return | 16.02% | 16.04%0pp | 75.13%-59.1pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,545 | $1,894-18.4% | $2,729-43.4% | $2,623-41.1% |
| Participant deferral / active EE | $2,801 | $3,664-23.6% | $4,264-34.3% | $4,346-35.6% |
| Admin fee / account holder | $24 | $1,974-98.8% | $5,654-99.6% | $1,942-98.8% |