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 | $114,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,255 | $88,982-33.4% | $102,438-42.2% | $77,671-23.7% |
| Participation rate | 90.6% | 80.9%+9.7pp | 76.5%+14.1pp | 70.6%+20.0pp |
| Annual return | 33.20% | 25.01%+8.2pp | 29.37%+3.8pp | 31.21%+2.0pp |
| Employer contribution / active EE | $1,677 | $2,698-37.9% | $3,024-44.5% | $2,726-38.5% |
| Participant deferral / active EE | $6,486 | $5,144+26.1% | $5,054+28.3% | $4,648+39.6% |
| Admin fee / account holder | $139 | $236-40.8% | $9,448-98.5% | $430-67.6% |