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 | $2,990 |
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 | $387,536 | $128,603+201.3% | $197,124+96.6% | $67,986+470.0% |
| Participation rate | 93.7% | 81.7%+12.0pp | 86.7%+6.9pp | 57.2%+36.5pp |
| Annual return | 18.82% | 23.77%-4.9pp | 44.34%-25.5pp | 31.67%-12.8pp |
| Employer contribution / active EE | $8,820 | $4,379+101.4% | $6,227+41.6% | $2,019+336.9% |
| Participant deferral / active EE | $16,406 | $6,840+139.8% | $9,135+79.6% | $3,358+388.5% |
| Admin fee / account holder | $9 | $3,035-99.7% | $16,298-99.9% | $3,203-99.7% |