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 | $11,881 |
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 | $116,766 | $241,101-51.6% | $103,374+13.0% | $199,768-41.5% |
| Participation rate | 93.8% | 78.3%+15.5pp | 74.5%+19.3pp | 72.0%+21.7pp |
| Annual return | 13.54% | 17.80%-4.3pp | 24.89%-11.3pp | 34.26%-20.7pp |
| Employer contribution / active EE | $3,457 | $4,244-18.6% | $3,869-10.7% | $3,037+13.8% |
| Participant deferral / active EE | $9,338 | $3,958+135.9% | $5,058+84.6% | $5,090+83.5% |
| Admin fee / account holder | $9 | $288-96.9% | $8,394-99.9% | $269-96.7% |