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 | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,306 | $54,558-4.1% | $76,002-31.2% | $74,546-29.8% |
| Participation rate | 70.7% | 60.3%+10.4pp | 69.1%+1.6pp | 67.2%+3.5pp |
| Annual return | 11.15% | 31.83%-20.7pp | 360.07%-348.9pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $1,085 | $1,778-38.9% | $2,688-59.6% | $2,624-58.6% |
| Participant deferral / active EE | $3,002 | $3,065-2.1% | $4,257-29.5% | $4,347-31.0% |
| Admin fee / account holder | $107 | $2,232-95.2% | $6,414-98.3% | $1,944-94.5% |