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 INV INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $19,102 |
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 | $310,802 | $101,317+206.8% | $146,958+111.5% | $74,495+317.2% |
| Participation rate | 80.3% | 75.5%+4.8pp | 82.2%-1.8pp | 67.2%+13.1pp |
| Annual return | 15.47% | 8730.91%-8715.4pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $12,397 | $3,810+225.4% | $4,933+151.3% | $2,623+372.6% |
| Participant deferral / active EE | $4,772 | $7,303-34.7% | $8,070-40.9% | $4,346+9.8% |
| Admin fee / account holder | $73 | $1,739-95.8% | $12,998-99.4% | $1,942-96.2% |