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 | $13,871 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,881 | $50,815+4.1% | $155,509-66.0% | $77,643-31.9% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.8pp |
| Annual return | 17.86% | 34.80%-16.9pp | 64.67%-46.8pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,676 | $1,993-15.9% | $4,672-64.1% | $2,726-38.5% |
| Participant deferral / active EE | $5,829 | $2,822+106.6% | $5,626+3.6% | $4,647+25.4% |
| Admin fee / account holder | $23 | $437-94.7% | $15,912-99.9% | $430-94.6% |