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 | $42,472 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $31,179 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,758 | $73,360-43.1% | $177,989-76.5% | $74,495-43.9% |
| Participation rate | 99.2% | 66.6%+32.6pp | 77.1%+22.1pp | 67.2%+32.0pp |
| Annual return | 10.92% | 17.49%-6.6pp | 294.48%-283.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $3,153 | $2,216+42.2% | $3,949-20.2% | $2,623+20.2% |
| Participant deferral / active EE | $3,380 | $4,513-25.1% | $6,276-46.2% | $4,346-22.2% |
| Admin fee / account holder | $214 | $1,808-88.2% | $10,363-97.9% | $1,942-89.0% |