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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,727 |
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 | $92,658 | $56,317+64.5% | $71,209+30.1% | $74,304+24.7% |
| Participation rate | 90.3% | 55.1%+35.1pp | 73.8%+16.5pp | 60.3%+29.9pp |
| Annual return | 15.23% | 42.83%-27.6pp | 282.51%-267.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,716 | $2,160+72.1% | $2,721+36.6% | $2,241+65.8% |
| Participant deferral / active EE | $7,065 | $2,788+153.4% | $4,175+69.2% | $3,767+87.5% |
| Admin fee / account holder | $21 | $2,290-99.1% | $5,349-99.6% | $2,969-99.3% |