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 | $20,197 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,928 | $101,499+111.8% | $147,005+46.2% | $74,546+188.3% |
| Participation rate | 98.2% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 22.56% | 8732.34%-8709.8pp | 418.76%-396.2pp | 1366.03%-1343.5pp |
| Employer contribution / active EE | $8,167 | $3,811+114.3% | $4,934+65.5% | $2,624+211.2% |
| Participant deferral / active EE | $21,698 | $7,304+197.1% | $8,070+168.9% | $4,347+399.1% |
| Admin fee / account holder | $83 | $1,748-95.3% | $13,006-99.4% | $1,944-95.7% |