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 | $18,455 |
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 | $47,829 | $89,248-46.4% | $136,007-64.8% | $74,495-35.8% |
| Participation rate | 79.7% | 69.4%+10.3pp | 76.5%+3.3pp | 67.2%+12.5pp |
| Annual return | 18.25% | 22.76%-4.5pp | 579.32%-561.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $505 | $2,838-82.2% | $4,217-88.0% | $2,623-80.7% |
| Participant deferral / active EE | $2,886 | $4,598-37.2% | $7,025-58.9% | $4,346-33.6% |
| Admin fee / account holder | $91 | $1,545-94.1% | $6,858-98.7% | $1,942-95.3% |