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 | $5,144 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,641 | $65,908+23.9% | $81,812-0.2% | $77,643+5.2% |
| Participation rate | 86.0% | 65.8%+20.2pp | 72.3%+13.6pp | 70.6%+15.4pp |
| Annual return | 14.55% | 26.64%-12.1pp | 773.79%-759.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,250 | $2,370+37.1% | $2,912+11.6% | $2,726+19.2% |
| Participant deferral / active EE | $6,262 | $3,505+78.6% | $4,319+45.0% | $4,647+34.7% |
| Admin fee / account holder | $18 | $526-96.6% | $7,386-99.8% | $430-95.8% |