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 Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | $13,245 |
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 | $473,913 | $122,186+287.9% | $146,958+222.5% | $199,593+137.4% |
| Participation rate | 81.3% | 78.3%+3.1pp | 82.2%-0.8pp | 72.0%+9.4pp |
| Annual return | 105.61% | 30.56%+75.0pp | 418.34%-312.7pp | 34.25%+71.4pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $13,447 | $8,502+58.2% | $8,070+66.6% | $5,087+164.3% |
| Admin fee / account holder | $5 | $179-97.0% | $12,998-100.0% | $269-98.0% |