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 | $2,050 |
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 | $110,185 | $79,171+39.2% | $102,423+7.6% | $74,495+47.9% |
| Participation rate | 87.8% | 74.8%+13.0pp | 76.5%+11.3pp | 67.2%+20.6pp |
| Annual return | 13.63% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,937 | $2,362+24.3% | $3,023-2.8% | $2,623+12.0% |
| Participant deferral / active EE | $6,173 | $4,415+39.8% | $5,053+22.2% | $4,346+42.0% |
| Admin fee / account holder | $17 | $2,001-99.1% | $9,451-99.8% | $1,942-99.1% |