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 | $869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,388 | $101,317+132.3% | $146,958+60.2% | $74,495+216.0% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 21.49% | 8730.91%-8709.4pp | 418.34%-396.9pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $4,505 | $3,810+18.2% | $4,933-8.7% | $2,623+71.7% |
| Participant deferral / active EE | $10,859 | $7,303+48.7% | $8,070+34.6% | $4,346+149.9% |
| Admin fee / account holder | $21 | $1,739-98.8% | $12,998-99.8% | $1,942-98.9% |