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 | $14,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,042 | $88,982+22.5% | $102,438+6.4% | $77,671+40.4% |
| Participation rate | 96.1% | 80.9%+15.1pp | 76.5%+19.6pp | 70.6%+25.5pp |
| Annual return | 15.12% | 25.01%-9.9pp | 29.37%-14.2pp | 31.21%-16.1pp |
| Employer contribution / active EE | $4,818 | $2,698+78.6% | $3,024+59.3% | $2,726+76.7% |
| Participant deferral / active EE | $6,979 | $5,144+35.7% | $5,054+38.1% | $4,648+50.2% |
| Admin fee / account holder | $37 | $236-84.4% | $9,448-99.6% | $430-91.4% |