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 | $18,843 |
Filed as: PRIME CAPITAL INVESTMENTS Service code 99 · EIN 82-1364595 | Other Fees | $5,586 |
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 | $288,436 | $87,870+228.3% | $113,168+154.9% | $74,304+288.2% |
| Participation rate | 88.2% | 70.7%+17.5pp | 76.6%+11.7pp | 60.3%+27.9pp |
| Annual return | 15.89% | 26.44%-10.5pp | 24.27%-8.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,718 | $2,277+107.2% | $2,975+58.6% | $2,241+110.5% |
| Participant deferral / active EE | $8,314 | $4,241+96.0% | $5,107+62.8% | $3,767+120.7% |
| Admin fee / account holder | $227 | $3,368-93.3% | $12,068-98.1% | $2,969-92.4% |