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 | $23,609 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,722 | $73,360-44.5% | $177,989-77.1% | $74,495-45.3% |
| Participation rate | 85.6% | 66.6%+19.0pp | 77.1%+8.5pp | 67.2%+18.4pp |
| Annual return | 8.25% | 17.49%-9.2pp | 294.48%-286.2pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $1,592 | $2,216-28.2% | $3,949-59.7% | $2,623-39.3% |
| Participant deferral / active EE | $3,645 | $4,513-19.2% | $6,276-41.9% | $4,346-16.1% |
| Admin fee / account holder | $142 | $1,808-92.2% | $10,363-98.6% | $1,942-92.7% |