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 60 · EIN 04-2647786 | Sub-TA Fees | $326 |
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 | $531,755 | $69,454+665.6% | $180,183+195.1% | $74,304+615.6% |
| Participation rate | 91.5% | 61.8%+29.7pp | 77.4%+14.1pp | 60.3%+31.2pp |
| Annual return | 15.96% | 25.86%-9.9pp | 27.86%-11.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $14,498 | $3,155+359.6% | $5,039+187.7% | $2,241+546.9% |
| Participant deferral / active EE | $17,337 | $4,662+271.9% | $6,822+154.1% | $3,767+360.2% |
| Admin fee / account holder | $2 | $3,036-99.9% | $19,975-100.0% | $2,969-99.9% |