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 |
|---|---|---|
Filed as: FIDELITY INVEST.INSTIT.OPER.CO.INC. Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,745 | $59,186+198.6% | $76,768+130.2% | $56,287+214.0% |
| Participation rate | 93.1% | 75.2%+17.9pp | 77.0%+16.2pp | 69.9%+23.3pp |
| Annual return | -5.93% | 6.62%-12.5pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $8,464 | $1,759+381.3% | $2,485+240.6% | $2,111+300.9% |
| Participant deferral / active EE | $10,875 | $3,255+234.1% | $3,852+182.4% | $3,350+224.7% |
| Admin fee / account holder | -$7 | $489-101.3% | $6,675-100.1% | $521-101.3% |