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 | $77,897 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,820 | $129,021+37.0% | $184,203-4.0% | $77,643+127.7% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.8%+7.6pp | 70.6%+23.8pp |
| Annual return | 20.23% | 33.27%-13.0pp | 28.81%-8.6pp | 31.24%-11.0pp |
| Employer contribution / active EE | $4,281 | $4,413-3.0% | $6,427-33.4% | $2,726+57.1% |
| Participant deferral / active EE | $25,308 | $7,297+246.8% | $9,131+177.2% | $4,647+444.6% |
| Admin fee / account holder | $75 | $254-70.4% | $13,901-99.5% | $430-82.5% |