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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $177,124 |
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 | $336,878 | $122,693+174.6% | $184,203+82.9% | $199,593+68.8% |
| Participation rate | 97.3% | 86.8%+10.5pp | 86.8%+10.5pp | 72.0%+25.3pp |
| Annual return | 20.33% | 143.91%-123.6pp | 28.81%-8.5pp | 34.25%-13.9pp |
| Employer contribution / active EE | $7,990 | $4,584+74.3% | $6,427+24.3% | $3,034+163.3% |
| Participant deferral / active EE | $22,419 | $7,990+180.6% | $9,131+145.5% | $5,087+340.7% |
| Admin fee / account holder | $64 | $121-47.0% | $13,901-99.5% | $269-76.2% |