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 | $15,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,674 | $106,028+40.2% | $146,958+1.2% | $77,643+91.5% |
| Participation rate | 92.2% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.6pp |
| Annual return | 18.13% | 56.73%-38.6pp | 418.34%-400.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $4,662 | $4,063+14.8% | $4,933-5.5% | $2,726+71.0% |
| Participant deferral / active EE | $10,750 | $7,990+34.5% | $8,070+33.2% | $4,647+131.3% |
| Admin fee / account holder | $26 | $337-92.4% | $12,998-99.8% | $430-94.1% |