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 Service code 37 · EIN 04-2647786 | Loan Processing | $123,690 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,930 | $129,021-29.5% | $184,203-50.6% | $77,643+17.1% |
| Participation rate | 73.5% | 87.3%-13.8pp | 86.8%-13.3pp | 70.6%+2.9pp |
| Annual return | 14.13% | 33.27%-19.1pp | 28.81%-14.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $3,001 | $4,413-32.0% | $6,427-53.3% | $2,726+10.1% |
| Participant deferral / active EE | $6,895 | $7,297-5.5% | $9,131-24.5% | $4,647+48.4% |
| Admin fee / account holder | $221 | $254-12.8% | $13,901-98.4% | $430-48.6% |