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 | $1,525 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,693 | $106,028-44.6% | $146,958-60.1% | $77,643-24.4% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 12.68% | 56.73%-44.1pp | 418.34%-405.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,506 | $4,063-38.3% | $4,933-49.2% | $2,726-8.1% |
| Participant deferral / active EE | $7,305 | $7,990-8.6% | $8,070-9.5% | $4,647+57.2% |
| Admin fee / account holder | $4 | $337-98.7% | $12,998-100.0% | $430-99.0% |