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 | $85,586 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,600 | $88,890-40.8% | $102,423-48.6% | $77,643-32.3% |
| Participation rate | 83.2% | 80.9%+2.3pp | 76.5%+6.7pp | 70.6%+12.6pp |
| Annual return | 14.88% | 24.98%-10.1pp | 29.32%-14.4pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,174 | $2,698-56.5% | $3,023-61.2% | $2,726-56.9% |
| Participant deferral / active EE | $6,548 | $5,145+27.3% | $5,053+29.6% | $4,647+40.9% |
| Admin fee / account holder | $154 | $235-34.5% | $9,451-98.4% | $430-64.2% |