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 | $4,211 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,210 | $62,127-54.6% | $81,382-65.3% | $74,495-62.1% |
| Participation rate | 81.3% | 64.0%+17.3pp | 69.5%+11.8pp | 67.2%+14.1pp |
| Annual return | 16.81% | 16.48%+0.3pp | 24.73%-7.9pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,734 | $3,229-15.3% | $3,883-29.6% | $4,346-37.1% |
| Admin fee / account holder | $24 | $1,934-98.8% | $5,768-99.6% | $1,942-98.8% |