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 | -$79,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,595 | $88,890+167.3% | $102,423+132.0% | $77,643+206.0% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 17.71% | 24.98%-7.3pp | 29.32%-11.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $5,208 | $2,698+93.1% | $3,023+72.3% | $2,726+91.1% |
| Participant deferral / active EE | $21,343 | $5,145+314.8% | $5,053+322.4% | $4,647+359.3% |
| Admin fee / account holder | -$98 | $235-141.5% | $9,451-101.0% | $430-122.7% |