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 | $106,110-44.7% | $147,005-60.1% | $77,671-24.4% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 12.68% | 56.77%-44.1pp | 418.76%-406.1pp | 31.21%-18.5pp |
| Employer contribution / active EE | $2,506 | $4,065-38.3% | $4,934-49.2% | $2,726-8.1% |
| Participant deferral / active EE | $7,305 | $7,992-8.6% | $8,070-9.5% | $4,648+57.2% |
| Admin fee / account holder | $4 | $338-98.7% | $13,006-100.0% | $430-99.0% |