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 | $32,066 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $342,489 | $88,360+287.6% | $145,433+135.5% | $67,986+403.8% |
| Participation rate | 97.3% | 65.5%+31.8pp | 82.1%+15.2pp | 57.2%+40.1pp |
| Annual return | 13.43% | 63.15%-49.7pp | 66.58%-53.1pp | 31.67%-18.2pp |
| Employer contribution / active EE | $6,984 | $3,054+128.7% | $4,554+53.3% | $2,019+245.9% |
| Participant deferral / active EE | $11,792 | $5,932+98.8% | $7,897+49.3% | $3,358+251.1% |
| Admin fee / account holder | $196 | $3,313-94.1% | $13,129-98.5% | $3,203-93.9% |