Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $11,890 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,338 | $62,688-30.9% | $178,014-75.7% | $77,671-44.2% |
| Participation rate | 83.5% | 66.9%+16.6pp | 77.1%+6.4pp | 70.6%+12.9pp |
| Annual return | 16.67% | 16.16%+0.5pp | 294.80%-278.1pp | 31.21%-14.5pp |
| Employer contribution / active EE | $1,480 | $1,912-22.6% | $3,950-62.5% | $2,726-45.7% |
| Participant deferral / active EE | $3,112 | $4,224-26.3% | $6,276-50.4% | $4,648-33.0% |
| Admin fee / account holder | $13 | $386-96.6% | $10,362-99.9% | $430-96.9% |