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 |
|---|---|---|
Filed as: FIDELITY INV INSTIT OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $311,155 | $86,225+260.9% | $146,665+112.2% | $86,799+258.5% |
| Participation rate | 92.1% | 78.0%+14.1pp | 80.1%+12.0pp | 72.3%+19.8pp |
| Annual return | 32.17% | 31.23%+0.9pp | 22.74%+9.4pp | 97.91%-65.7pp |
| Employer contribution / active EE | $4,079 | $2,392+70.5% | $4,136-1.4% | $2,405+69.6% |
| Participant deferral / active EE | $10,233 | $4,245+141.1% | $5,506+85.9% | $4,131+147.7% |
| Admin fee / account holder | $15 | $195-92.4% | $10,280-99.9% | $170-91.2% |