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 | $79,220 |
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 | $523,139 | $197,941+164.3% | $100,534+420.4% | $85,563+511.4% |
| Participation rate | 97.2% | 83.8%+13.5pp | 80.6%+16.6pp | 66.0%+31.3pp |
| Annual return | 18.50% | 21.00%-2.5pp | 32.66%-14.2pp | 31.51%-13.0pp |
| Employer contribution / active EE | $11,124 | $7,157+55.4% | $4,346+155.9% | $2,654+319.2% |
| Participant deferral / active EE | $15,794 | $9,061+74.3% | $6,144+157.1% | $4,375+261.0% |
| Admin fee / account holder | $72 | $1,158-93.8% | $7,654-99.1% | $834-91.4% |