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 | $18,402 |
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 | $395,938 | $122,239+223.9% | $184,203+114.9% | $74,495+431.5% |
| Participation rate | 96.4% | 85.5%+10.9pp | 86.8%+9.6pp | 67.2%+29.2pp |
| Annual return | 18.00% | 19.95%-1.9pp | 28.81%-10.8pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $25,224 | $4,537+455.9% | $6,427+292.5% | $2,623+861.6% |
| Participant deferral / active EE | $15,879 | $7,139+122.4% | $9,131+73.9% | $4,346+265.4% |
| Admin fee / account holder | $74 | $1,260-94.1% | $13,901-99.5% | $1,942-96.2% |