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 | $21,126 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,435 | $59,417-5.0% | $93,606-39.7% | $74,495-24.2% |
| Participation rate | 77.2% | 59.7%+17.5pp | 68.7%+8.5pp | 67.2%+10.0pp |
| Annual return | 17.69% | 81.83%-64.1pp | 133.20%-115.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $862 | $1,264-31.8% | $2,420-64.4% | $2,623-67.1% |
| Participant deferral / active EE | $4,873 | $3,050+59.8% | $4,411+10.5% | $4,346+12.1% |
| Admin fee / account holder | $100 | $3,021-96.7% | $8,285-98.8% | $1,942-94.9% |