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 | -$8,908 |
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 | $358,998 | $101,317+254.3% | $146,958+144.3% | $74,495+381.9% |
| Participation rate | 96.4% | 75.5%+20.9pp | 82.2%+14.3pp | 67.2%+29.2pp |
| Annual return | 19.17% | 8730.91%-8711.7pp | 418.34%-399.2pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $21,227 | $3,810+457.1% | $4,933+330.3% | $2,623+709.3% |
| Participant deferral / active EE | $9,813 | $7,303+34.4% | $8,070+21.6% | $4,346+125.8% |
| Admin fee / account holder | $112 | $1,739-93.5% | $12,998-99.1% | $1,942-94.2% |