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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
Filed as: FIDELITY INVEST.INSTIT.OPER.CO.INC. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,975 | $69,305+165.5% | $82,313+123.5% | $69,631+164.2% |
| Participation rate | 95.3% | 80.3%+15.1pp | 76.9%+18.4pp | 70.7%+24.6pp |
| Annual return | 20.25% | 21.47%-1.2pp | 25.88%-5.6pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $7,770 | $1,887+311.8% | $2,428+220.0% | $2,032+282.3% |
| Participant deferral / active EE | $9,770 | $3,568+173.8% | $3,706+163.6% | $3,224+203.1% |
| Admin fee / account holder | $15 | $97-84.1% | $5,608-99.7% | $110-86.0% |