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 | $875 |
Employer contribution per participant 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 | $94,191 | $100,923-6.7% | $150,045-37.2% | $74,304+26.8% |
| Participation rate | 81.1% | 70.1%+11.1pp | 82.3%-1.2pp | 60.3%+20.8pp |
| Annual return | 16.29% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,474 | $6,709+26.3% | $7,997+6.0% | $3,767+124.9% |
| Admin fee / account holder | $36 | $2,767-98.7% | $13,435-99.7% | $2,969-98.8% |