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 | $29,762 |
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 | $414,137 | $100,923+310.3% | $150,045+176.0% | $74,304+457.4% |
| Participation rate | 95.4% | 70.1%+25.3pp | 82.3%+13.1pp | 60.3%+35.1pp |
| Annual return | 17.36% | 51.77%-34.4pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $21,755 | $3,463+528.1% | $4,693+363.5% | $2,241+870.7% |
| Participant deferral / active EE | $10,407 | $6,709+55.1% | $7,997+30.1% | $3,767+176.3% |
| Admin fee / account holder | $111 | $2,767-96.0% | $13,435-99.2% | $2,969-96.3% |