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 |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $16,513 |
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 | $71,987 | $71,516+0.7% | $98,439-26.9% | $71,457+0.7% |
| Participation rate | 79.6% | 72.7%+6.9pp | 75.2%+4.5pp | 67.9%+11.7pp |
| Annual return | 11.49% | 32.41%-20.9pp | 21.16%-9.7pp | 28.85%-17.4pp |
| Employer contribution / active EE | $1,639 | $2,399-31.7% | $3,048-46.2% | $2,588-36.7% |
| Participant deferral / active EE | $2,856 | $4,109-30.5% | $4,738-39.7% | $4,289-33.4% |
| Admin fee / account holder | $78 | $1,675-95.3% | $8,948-99.1% | $1,587-95.1% |