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 | $3,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,039 | $66,098+22.6% | $101,794-20.4% | $74,304+9.1% |
| Participation rate | 89.7% | 53.8%+36.0pp | 69.2%+20.5pp | 60.3%+29.4pp |
| Annual return | 17.47% | 19.59%-2.1pp | 30.53%-13.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,102 | $1,082+94.4% | $2,289-8.1% | $2,241-6.2% |
| Participant deferral / active EE | $3,308 | $2,781+18.9% | $4,084-19.0% | $3,767-12.2% |
| Admin fee / account holder | $27 | $4,146-99.4% | $8,777-99.7% | $2,969-99.1% |