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 Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $18,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,641 | $78,485-3.6% | $106,213-28.8% | $74,495+1.5% |
| Participation rate | 87.3% | 72.8%+14.5pp | 75.3%+12.0pp | 67.2%+20.1pp |
| Annual return | 12.23% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,772 | $2,523-29.8% | $3,171-44.1% | $2,623-32.4% |
| Participant deferral / active EE | $3,181 | $4,322-26.4% | $5,016-36.6% | $4,346-26.8% |
| Admin fee / account holder | $84 | $2,232-96.3% | $11,033-99.2% | $1,942-95.7% |