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 | $10,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,800 | $106,028-4.9% | $146,958-31.4% | $77,643+29.8% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.4pp | 70.6%+26.0pp |
| Annual return | 17.31% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $3,597 | $4,063-11.5% | $4,933-27.1% | $2,726+32.0% |
| Participant deferral / active EE | $10,273 | $7,990+28.6% | $8,070+27.3% | $4,647+121.1% |
| Admin fee / account holder | $13 | $337-96.2% | $12,998-99.9% | $430-97.0% |