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 | $1,925 |
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 | $124,836 | $87,870+42.1% | $113,168+10.3% | $74,304+68.0% |
| Participation rate | 88.5% | 70.7%+17.8pp | 76.6%+12.0pp | 60.3%+28.2pp |
| Annual return | 15.74% | 26.44%-10.7pp | 24.27%-8.5pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,890 | $2,277+26.9% | $2,975-2.9% | $2,241+28.9% |
| Participant deferral / active EE | $6,088 | $4,241+43.6% | $5,107+19.2% | $3,767+61.6% |
| Admin fee / account holder | $16 | $3,368-99.5% | $12,068-99.9% | $2,969-99.5% |