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 | $52,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,277 | $66,457-22.8% | $81,382-37.0% | $77,643-34.0% |
| Participation rate | 86.3% | 68.7%+17.5pp | 69.5%+16.8pp | 70.6%+15.7pp |
| Annual return | 15.35% | 15.93%-0.6pp | 24.73%-9.4pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,138 | $2,159-1.0% | $2,463-13.2% | $2,726-21.6% |
| Participant deferral / active EE | $4,891 | $3,679+32.9% | $3,883+26.0% | $4,647+5.2% |
| Admin fee / account holder | $89 | $583-84.6% | $5,768-98.4% | $430-79.2% |