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 | $8,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,902 | $65,904-28.8% | $160,784-70.8% | $79,634-41.1% |
| Participation rate | 70.2% | 56.2%+14.0pp | 77.0%-6.7pp | 62.5%+7.7pp |
| Annual return | 19.11% | 20.16%-1.0pp | 1803.92%-1784.8pp | 36.46%-17.4pp |
| Employer contribution / active EE | $843 | $1,805-53.3% | $3,733-77.4% | $2,529-66.7% |
| Participant deferral / active EE | $2,779 | $3,692-24.7% | $6,293-55.8% | $3,835-27.5% |
| Admin fee / account holder | $40 | $965-95.8% | $9,717-99.6% | $1,002-96.0% |