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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS-INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $7,106 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,296 | $65,946+18.7% | $81,783-4.3% | $77,671+0.8% |
| Participation rate | 74.8% | 65.8%+9.0pp | 72.4%+2.5pp | 70.6%+4.2pp |
| Annual return | 16.17% | 26.65%-10.5pp | 775.05%-758.9pp | 31.21%-15.0pp |
| Employer contribution / active EE | $1,407 | $2,371-40.7% | $2,913-51.7% | $2,726-48.4% |
| Participant deferral / active EE | $3,519 | $3,507+0.4% | $4,320-18.5% | $4,648-24.3% |
| Admin fee / account holder | $46 | $527-91.3% | $7,380-99.4% | $430-89.4% |