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 | $36,330 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $11,543 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,069 | $106,028+150.9% | $146,958+81.1% | $77,643+242.7% |
| Participation rate | 94.0% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 16.06% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $5,099 | $4,063+25.5% | $4,933+3.4% | $2,726+87.1% |
| Participant deferral / active EE | $11,279 | $7,990+41.2% | $8,070+39.8% | $4,647+142.7% |
| Admin fee / account holder | $142 | $337-58.0% | $12,998-98.9% | $430-67.1% |