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 | $51,213 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $43,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,475 | $54,193-8.7% | $93,606-47.1% | $77,643-36.3% |
| Participation rate | 90.7% | 63.9%+26.7pp | 68.7%+21.9pp | 70.6%+20.1pp |
| Annual return | 13.35% | 30.54%-17.2pp | 133.20%-119.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,125 | $1,168-3.7% | $2,420-53.5% | $2,726-58.7% |
| Participant deferral / active EE | $6,009 | $3,144+91.1% | $4,411+36.2% | $4,647+29.3% |
| Admin fee / account holder | $198 | $576-65.5% | $8,285-97.6% | $430-53.9% |