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 | $43,766 |
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 | $443,269 | $132,049+235.7% | $200,582+121.0% | $74,304+496.6% |
| Participation rate | 94.9% | 84.1%+10.8pp | 86.9%+8.0pp | 60.3%+34.5pp |
| Annual return | 18.74% | 22.22%-3.5pp | 42.33%-23.6pp | 29.43%-10.7pp |
| Employer contribution / active EE | $14,717 | $4,558+222.9% | $6,419+129.3% | $2,241+556.7% |
| Participant deferral / active EE | $17,422 | $7,213+141.5% | $9,331+86.7% | $3,767+362.5% |
| Admin fee / account holder | $270 | $2,405-88.8% | $16,305-98.3% | $2,969-90.9% |