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 | -$6,955 |
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 | $304,297 | $150,818+101.8% | $100,391+203.1% | - |
| Participation rate | 98.0% | 67.3%+30.7pp | 81.5%+16.5pp | - |
| Annual return | 16.32% | 14.05%+2.3pp | 49.20%-32.9pp | - |
| Employer contribution / active EE | $11,954 | $2,537+371.2% | $3,942+203.3% | - |
| Participant deferral / active EE | $16,242 | $4,233+283.7% | $8,082+101.0% | - |
| Admin fee / account holder | -$30 | $25,214-100.1% | $7,899-100.4% | - |