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 | $48,754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,836 | $88,890+43.8% | $102,423+24.8% | $77,643+64.6% |
| Participation rate | 95.3% | 80.9%+14.4pp | 76.5%+18.9pp | 70.6%+24.8pp |
| Annual return | 15.50% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $4,853 | $2,698+79.9% | $3,023+60.5% | $2,726+78.0% |
| Participant deferral / active EE | $9,416 | $5,145+83.0% | $5,053+86.4% | $4,647+102.6% |
| Admin fee / account holder | $50 | $235-78.7% | $9,451-99.5% | $430-88.3% |