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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,422 | $54,701+72.6% | $86,188+9.6% | $71,457+32.1% |
| Participation rate | 94.3% | 60.1%+34.2pp | 69.0%+25.3pp | 67.9%+26.4pp |
| Annual return | 17.46% | 20.06%-2.6pp | 1168.45%-1151.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $4,041 | $1,265+219.5% | $2,380+69.8% | $2,588+56.2% |
| Participant deferral / active EE | $5,247 | $3,108+68.8% | $3,985+31.7% | $4,289+22.3% |
| Admin fee / account holder | $4 | $1,922-99.8% | $6,852-99.9% | $1,587-99.8% |