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 | $74,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,109 | $122,239+6.4% | $184,203-29.4% | $74,495+74.7% |
| Participation rate | 83.6% | 85.5%-1.8pp | 86.8%-3.2pp | 67.2%+16.4pp |
| Annual return | 16.43% | 19.95%-3.5pp | 28.81%-12.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,287 | $4,537-49.6% | $6,427-64.4% | $2,623-12.8% |
| Participant deferral / active EE | $14,519 | $7,139+103.4% | $9,131+59.0% | $4,346+234.1% |
| Admin fee / account holder | $276 | $1,260-78.1% | $13,901-98.0% | $1,942-85.8% |