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 | $57,479 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $50,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,930 | $119,446+24.7% | $150,045-0.7% | $85,563+74.1% |
| Participation rate | 94.2% | 75.4%+18.8pp | 82.3%+11.9pp | 66.0%+28.3pp |
| Annual return | 16.51% | 23.72%-7.2pp | 62.55%-46.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $2,815 | $4,078-31.0% | $4,693-40.0% | $2,654+6.1% |
| Participant deferral / active EE | $10,693 | $7,985+33.9% | $7,997+33.7% | $4,375+144.4% |
| Admin fee / account holder | $242 | $548-55.8% | $13,435-98.2% | $834-71.0% |