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 Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $505,335 | $101,499+397.9% | $147,005+243.8% | $74,546+577.9% |
| Participation rate | 97.2% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 18.32% | 8732.34%-8714.0pp | 418.76%-400.4pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $14,987 | $3,811+293.2% | $4,934+203.7% | $2,624+471.1% |
| Participant deferral / active EE | $12,291 | $7,304+68.3% | $8,070+52.3% | $4,347+182.7% |
| Admin fee / account holder | $11 | $1,748-99.4% | $13,006-99.9% | $1,944-99.4% |