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 | $100,923+239.4% | $150,045+128.3% | $74,304+360.9% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.3%+15.0pp | 60.3%+37.0pp |
| Annual return | 13.43% | 51.77%-38.3pp | 62.55%-49.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $6,984 | $3,463+101.6% | $4,693+48.8% | $2,241+211.6% |
| Participant deferral / active EE | $11,792 | $6,709+75.7% | $7,997+47.4% | $3,767+213.0% |
| Admin fee / account holder | $196 | $2,767-92.9% | $13,435-98.5% | $2,969-93.4% |