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 | $85,515+43.4% | $112,040+9.5% | $67,986+80.4% |
| Participation rate | 96.2% | 68.2%+28.0pp | 76.5%+19.7pp | 57.2%+39.0pp |
| Annual return | 13.83% | 29.68%-15.8pp | 24.52%-10.7pp | 31.67%-17.8pp |
| Employer contribution / active EE | $3,789 | $2,191+72.9% | $2,954+28.3% | $2,019+87.7% |
| Participant deferral / active EE | $10,994 | $4,014+173.9% | $5,098+115.7% | $3,358+227.4% |
| Admin fee / account holder | $223 | $3,774-94.1% | $12,098-98.2% | $3,203-93.0% |