Filed December 9, 2025
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 | $30,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,132 | $50,815+305.7% | $155,509+32.6% | $77,643+165.5% |
| Participation rate | 96.0% | 63.1%+32.9pp | 78.2%+17.8pp | 70.6%+25.5pp |
| Annual return | 14.06% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $9,054 | $1,993+354.4% | $4,672+93.8% | $2,726+232.2% |
| Participant deferral / active EE | $6,864 | $2,822+143.2% | $5,626+22.0% | $4,647+47.7% |
| Admin fee / account holder | $92 | $437-78.8% | $15,912-99.4% | $430-78.5% |