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 | $101,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,758 | $139,767+5.7% | $153,485-3.7% | $199,593-26.0% |
| Participation rate | 95.2% | 85.1%+10.1pp | 77.1%+18.1pp | 72.0%+23.2pp |
| Annual return | 15.60% | 20.59%-5.0pp | 15.65%-0.1pp | 34.25%-18.7pp |
| Employer contribution / active EE | $14,735 | $6,517+126.1% | $5,039+192.4% | $3,034+385.6% |
| Participant deferral / active EE | $8,610 | $8,055+6.9% | $6,757+27.4% | $5,087+69.3% |
| Admin fee / account holder | $81 | $98-17.0% | $12,724-99.4% | $269-69.8% |