Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,431 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,267 | $85,515+78.1% | $112,040+35.9% | $67,986+124.0% |
| Participation rate | 99.1% | 68.2%+30.8pp | 76.5%+22.6pp | 57.2%+41.9pp |
| Annual return | 6.19% | 29.68%-23.5pp | 24.52%-18.3pp | 31.67%-25.5pp |
| Employer contribution / active EE | $3,947 | $2,191+80.1% | $2,954+33.6% | $2,019+95.5% |
| Participant deferral / active EE | $9,743 | $4,014+142.7% | $5,098+91.1% | $3,358+190.1% |
| Admin fee / account holder | $46 | $3,774-98.8% | $12,098-99.6% | $3,203-98.6% |