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 | $29,464 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,661 | $87,870+39.6% | $113,168+8.4% | $74,304+65.1% |
| Participation rate | 96.2% | 70.7%+25.4pp | 76.6%+19.6pp | 60.3%+35.8pp |
| Annual return | 13.83% | 26.44%-12.6pp | 24.27%-10.4pp | 29.43%-15.6pp |
| Employer contribution / active EE | $3,789 | $2,277+66.4% | $2,975+27.3% | $2,241+69.0% |
| Participant deferral / active EE | $10,994 | $4,241+159.2% | $5,107+115.3% | $3,767+191.8% |
| Admin fee / account holder | $223 | $3,368-93.4% | $12,068-98.2% | $2,969-92.5% |