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 | $65,908+18.8% | $81,812-4.3% | $77,643+0.8% |
| Participation rate | 74.8% | 65.8%+9.0pp | 72.3%+2.5pp | 70.6%+4.2pp |
| Annual return | 16.17% | 26.64%-10.5pp | 773.79%-757.6pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,407 | $2,370-40.6% | $2,912-51.7% | $2,726-48.4% |
| Participant deferral / active EE | $3,519 | $3,505+0.4% | $4,319-18.5% | $4,647-24.3% |
| Admin fee / account holder | $46 | $526-91.3% | $7,386-99.4% | $430-89.4% |