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 | $73,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,327 | $66,457-16.7% | $81,382-32.0% | $77,643-28.7% |
| Participation rate | 84.5% | 68.7%+15.8pp | 69.5%+15.0pp | 70.6%+14.0pp |
| Annual return | 16.57% | 15.93%+0.6pp | 24.73%-8.2pp | 31.24%-14.7pp |
| Employer contribution / active EE | $3,409 | $2,159+57.9% | $2,463+38.4% | $2,726+25.1% |
| Participant deferral / active EE | $7,606 | $3,679+106.7% | $3,883+95.9% | $4,647+63.7% |
| Admin fee / account holder | $97 | $583-83.3% | $5,768-98.3% | $430-77.5% |