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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,088 |
Filed as: FIDELITY Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,155 | $71,516+35.9% | $98,439-1.3% | $71,457+36.0% |
| Participation rate | 88.0% | 72.7%+15.3pp | 75.2%+12.8pp | 67.9%+20.1pp |
| Annual return | 21.14% | 32.41%-11.3pp | 21.16%0pp | 28.85%-7.7pp |
| Employer contribution / active EE | $3,541 | $2,399+47.6% | $3,048+16.2% | $2,588+36.8% |
| Participant deferral / active EE | $2,995 | $4,109-27.1% | $4,738-36.8% | $4,289-30.2% |
| Admin fee / account holder | $32 | $1,675-98.1% | $8,948-99.6% | $1,587-98.0% |