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 INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $25,576 |
Service code 60 | Sub-TA Fees | $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 | $569,904 | $101,317+462.5% | $146,958+287.8% | $74,495+665.0% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.7pp | 67.2%+22.6pp |
| Annual return | 16.94% | 8730.91%-8714.0pp | 418.34%-401.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $15,889 | $3,810+317.0% | $4,933+222.1% | $2,623+505.8% |
| Participant deferral / active EE | $16,810 | $7,303+130.2% | $8,070+108.3% | $4,346+286.8% |
| Admin fee / account holder | $71 | $1,739-95.9% | $12,998-99.5% | $1,942-96.4% |