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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,421 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,502 | $103,641+23.0% | $107,525+18.6% | $102,872+23.9% |
| Participation rate | 94.2% | 79.4%+14.8pp | 75.1%+19.1pp | 73.0%+21.1pp |
| Annual return | 17.45% | 13.08%+4.4pp | 181.32%-163.9pp | 19.06%-1.6pp |
| Employer contribution / active EE | $3,703 | $5,096-27.3% | $3,754-1.3% | $3,526+5.0% |
| Participant deferral / active EE | $9,310 | $3,789+145.7% | $5,116+82.0% | $5,535+68.2% |
| Admin fee / account holder | $9 | $276-96.7% | $8,919-99.9% | $292-96.9% |