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 | $31,106 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,131 | $87,870-29.3% | $113,168-45.1% | $74,304-16.4% |
| Participation rate | 94.0% | 70.7%+23.3pp | 76.6%+17.5pp | 60.3%+33.7pp |
| Annual return | 19.34% | 26.44%-7.1pp | 24.27%-4.9pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,768 | $2,277+21.6% | $2,975-7.0% | $2,241+23.5% |
| Participant deferral / active EE | $5,304 | $4,241+25.1% | $5,107+3.9% | $3,767+40.8% |
| Admin fee / account holder | $102 | $3,368-97.0% | $12,068-99.2% | $2,969-96.6% |