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 | $31,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,194 | $62,127+116.0% | $81,382+64.9% | $74,495+80.1% |
| Participation rate | 89.4% | 64.0%+25.4pp | 69.5%+19.9pp | 67.2%+22.2pp |
| Annual return | 15.99% | 16.48%-0.5pp | 24.73%-8.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $5,077 | $1,882+169.7% | $2,463+106.1% | $2,623+93.5% |
| Participant deferral / active EE | $10,195 | $3,229+215.7% | $3,883+162.6% | $4,346+134.6% |
| Admin fee / account holder | $99 | $1,934-94.9% | $5,768-98.3% | $1,942-94.9% |