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 | -$59,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,629 | $129,021-17.4% | $184,203-42.1% | $77,643+37.3% |
| Participation rate | 79.5% | 87.3%-7.9pp | 86.8%-7.4pp | 70.6%+8.9pp |
| Annual return | 14.62% | 33.27%-18.6pp | 28.81%-14.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,262 | $4,413-26.1% | $6,427-49.3% | $2,726+19.7% |
| Participant deferral / active EE | $4,785 | $7,297-34.4% | $9,131-47.6% | $4,647+3.0% |
| Admin fee / account holder | $58 | $254-77.1% | $13,901-99.6% | $430-86.5% |