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 | $1,169 |
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 | $501,796 | $100,923+397.2% | $150,045+234.4% | $74,304+575.3% |
| Participation rate | 91.8% | 70.1%+21.7pp | 82.3%+9.5pp | 60.3%+31.4pp |
| Annual return | 16.93% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $5,759 | $3,463+66.3% | $4,693+22.7% | $2,241+157.0% |
| Participant deferral / active EE | $13,282 | $6,709+98.0% | $7,997+66.1% | $3,767+252.6% |
| Admin fee / account holder | $13 | $2,767-99.5% | $13,435-99.9% | $2,969-99.6% |