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 | $21,494 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,417 | $62,127-38.2% | $81,382-52.8% | $74,495-48.4% |
| Participation rate | 84.8% | 64.0%+20.8pp | 69.5%+15.3pp | 67.2%+17.6pp |
| Annual return | 12.17% | 16.48%-4.3pp | 24.73%-12.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $623 | $1,882-66.9% | $2,463-74.7% | $2,623-76.3% |
| Participant deferral / active EE | $3,168 | $3,229-1.9% | $3,883-18.4% | $4,346-27.1% |
| Admin fee / account holder | $198 | $1,934-89.8% | $5,768-96.6% | $1,942-89.8% |