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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,248 | $87,870+139.3% | $113,168+85.8% | $74,304+183.0% |
| Participation rate | 93.8% | 70.7%+23.1pp | 76.6%+17.2pp | 60.3%+33.5pp |
| Annual return | 17.41% | 26.44%-9.0pp | 24.27%-6.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,293 | $2,277+44.6% | $2,975+10.7% | $2,241+46.9% |
| Participant deferral / active EE | $12,104 | $4,241+185.4% | $5,107+137.0% | $3,767+221.3% |
| Admin fee / account holder | $12 | $3,368-99.6% | $12,068-99.9% | $2,969-99.6% |