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 | $36,111 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,647 | $132,049-35.1% | $200,582-57.3% | $74,304+15.3% |
| Participation rate | 94.9% | 84.1%+10.8pp | 86.9%+8.0pp | 60.3%+34.5pp |
| Annual return | 17.48% | 22.22%-4.7pp | 42.33%-24.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,663 | $4,558-41.6% | $6,419-58.5% | $2,241+18.8% |
| Participant deferral / active EE | $4,330 | $7,213-40.0% | $9,331-53.6% | $3,767+14.9% |
| Admin fee / account holder | $121 | $2,405-95.0% | $16,305-99.3% | $2,969-95.9% |