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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,834 | $53,053+65.6% | $126,539-30.6% | $74,304+18.2% |
| Participation rate | 94.1% | 48.0%+46.1pp | 69.8%+24.3pp | 60.3%+33.8pp |
| Annual return | 16.81% | 29.46%-12.6pp | 425.95%-409.1pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,086 | $1,168+78.6% | $3,674-43.2% | $2,241-6.9% |
| Participant deferral / active EE | $5,852 | $2,303+154.1% | $4,083+43.3% | $3,767+55.3% |
| Admin fee / account holder | $25 | $3,698-99.3% | $6,065-99.6% | $2,969-99.2% |