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 9-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 | -$815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,850 | $81,248-4.2% | $155,509-49.9% | $80,856-3.7% |
| Participation rate | 72.6% | 66.2%+6.4pp | 78.2%-5.6pp | 67.6%+5.0pp |
| Annual return | 17.97% | 33.31%-15.3pp | 64.67%-46.7pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,897 | $3,100-38.8% | $4,672-59.4% | $2,755-31.1% |
| Participant deferral / active EE | $4,998 | $3,452+44.8% | $5,626-11.2% | $4,296+16.4% |
| Admin fee / account holder | $14 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |