Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,178 | $58,923-45.4% | $97,167-66.9% | $74,546-56.8% |
| Participation rate | 95.2% | 63.6%+31.6pp | 72.7%+22.5pp | 67.2%+28.0pp |
| Annual return | 16.02% | 16.04%0pp | 75.27%-59.2pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $1,545 | $1,894-18.4% | $2,729-43.4% | $2,624-41.1% |
| Participant deferral / active EE | $2,801 | $3,664-23.6% | $4,264-34.3% | $4,347-35.6% |
| Admin fee / account holder | $24 | $1,974-98.8% | $5,650-99.6% | $1,944-98.8% |