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 | $26,577 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,550 | $101,317+130.5% | $146,958+58.9% | $74,495+213.5% |
| Participation rate | 97.3% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 14.52% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,345 | $3,810-12.2% | $4,933-32.2% | $2,623+27.5% |
| Participant deferral / active EE | $13,138 | $7,303+79.9% | $8,070+62.8% | $4,346+202.3% |
| Admin fee / account holder | $130 | $1,739-92.5% | $12,998-99.0% | $1,942-93.3% |