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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,939 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $344,140 | $80,673+326.6% | $101,326+239.6% | $84,808+305.8% |
| Participation rate | 94.5% | 77.8%+16.7pp | 81.5%+13.0pp | 68.3%+26.2pp |
| Annual return | 10.62% | 38.95%-28.3pp | 36.82%-26.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $19,148 | $2,698+609.8% | $3,665+422.4% | $2,631+627.8% |
| Participant deferral / active EE | $17,661 | $6,840+158.2% | $7,994+120.9% | $4,212+319.3% |
| Admin fee / account holder | $101 | $12,784-99.2% | $11,185-99.1% | $7,344-98.6% |