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 |
|---|---|---|
Filed as: OSTROW Service code 10 · EIN 36-2938874 | Accounting | $13,649 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $125 |
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 | $358,019 | $102,317+249.9% | $146,958+143.6% | $80,856+342.8% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 22.08% | 134.76%-112.7pp | 418.34%-396.3pp | 35.59%-13.5pp |
| Employer contribution / active EE | $4,166 | $3,713+12.2% | $4,933-15.6% | $2,755+51.2% |
| Participant deferral / active EE | $14,815 | $6,644+123.0% | $8,070+83.6% | $4,296+244.9% |
| Admin fee / account holder | $155 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |