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 | $131,336 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $60,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,992 | $131,799-22.6% | $200,582-49.2% | $85,563+19.2% |
| Participation rate | 73.8% | 87.9%-14.1pp | 86.9%-13.1pp | 66.0%+7.8pp |
| Annual return | 15.22% | 21.59%-6.4pp | 42.33%-27.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $2,956 | $4,532-34.8% | $6,419-54.0% | $2,654+11.4% |
| Participant deferral / active EE | $6,951 | $7,702-9.7% | $9,331-25.5% | $4,375+58.9% |
| Admin fee / account holder | $251 | $235+6.6% | $16,305-98.5% | $834-70.0% |