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 | $440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,424 | $86,929-38.5% | $102,423-47.8% | $80,856-33.9% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.8pp |
| Annual return | 16.03% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,234 | $2,369-5.7% | $3,023-26.1% | $2,755-18.9% |
| Participant deferral / active EE | $4,466 | $4,118+8.4% | $5,053-11.6% | $4,296+4.0% |
| Admin fee / account holder | $3 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |