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 | $19,008 |
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 | $482,651 | $132,049+265.5% | $200,582+140.6% | $74,304+549.6% |
| Participation rate | 96.0% | 84.1%+12.0pp | 86.9%+9.1pp | 60.3%+35.7pp |
| Annual return | 20.32% | 22.22%-1.9pp | 42.33%-22.0pp | 29.43%-9.1pp |
| Employer contribution / active EE | $24,544 | $4,558+438.5% | $6,419+282.4% | $2,241+995.1% |
| Participant deferral / active EE | $15,190 | $7,213+110.6% | $9,331+62.8% | $3,767+303.2% |
| Admin fee / account holder | $76 | $2,405-96.8% | $16,305-99.5% | $2,969-97.4% |