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 | -$12,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,468 | $119,446+43.6% | $150,045+14.3% | $85,563+100.4% |
| Participation rate | 97.5% | 75.4%+22.1pp | 82.3%+15.2pp | 66.0%+31.5pp |
| Annual return | 17.81% | 23.72%-5.9pp | 62.55%-44.7pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,032 | $4,078-25.7% | $4,693-35.4% | $2,654+14.3% |
| Participant deferral / active EE | $12,044 | $7,985+50.8% | $7,997+50.6% | $4,375+175.3% |
| Admin fee / account holder | -$27 | $548-105.0% | $13,435-100.2% | $834-103.3% |