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 | $132,049+193.5% | $200,582+93.2% | $74,304+421.6% |
| Participation rate | 93.7% | 84.1%+9.6pp | 86.9%+6.8pp | 60.3%+33.3pp |
| Annual return | 18.82% | 22.22%-3.4pp | 42.33%-23.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $8,820 | $4,558+93.5% | $6,419+37.4% | $2,241+293.5% |
| Participant deferral / active EE | $16,406 | $7,213+127.5% | $9,331+75.8% | $3,767+335.5% |
| Admin fee / account holder | $9 | $2,405-99.6% | $16,305-99.9% | $2,969-99.7% |