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 | -$55,715 |
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 | $684,136 | $101,317+575.2% | $146,958+365.5% | $74,495+818.4% |
| Participation rate | 91.2% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 18.27% | 8730.91%-8712.6pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $13,606 | $3,810+257.1% | $4,933+175.8% | $2,623+418.7% |
| Participant deferral / active EE | $16,049 | $7,303+119.8% | $8,070+98.9% | $4,346+269.3% |
| Admin fee / account holder | -$353 | $1,739-120.3% | $12,998-102.7% | $1,942-118.2% |