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 | $33,531 |
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 | $378,410 | $122,239+209.6% | $184,200+105.4% | $74,546+407.6% |
| Participation rate | 86.3% | 85.5%+0.8pp | 86.8%-0.5pp | 67.2%+19.1pp |
| Annual return | 22.04% | 19.95%+2.1pp | 28.80%-6.8pp | 1366.03%-1344.0pp |
| Employer contribution / active EE | $13,123 | $4,537+189.2% | $6,424+104.3% | $2,624+400.1% |
| Participant deferral / active EE | $15,368 | $7,139+115.3% | $9,132+68.3% | $4,347+253.5% |
| Admin fee / account holder | $215 | $1,260-82.9% | $13,907-98.5% | $1,944-88.9% |