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 | $14,860 |
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 | $594,630 | $56,317+955.9% | $71,209+735.0% | $74,304+700.3% |
| Participation rate | 97.0% | 55.1%+41.9pp | 73.8%+23.3pp | 60.3%+36.7pp |
| Annual return | 17.98% | 42.83%-24.9pp | 282.51%-264.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $20,783 | $2,160+862.2% | $2,721+663.8% | $2,241+827.3% |
| Participant deferral / active EE | $24,655 | $2,788+784.4% | $4,175+490.5% | $3,767+554.4% |
| Admin fee / account holder | $98 | $2,290-95.7% | $5,349-98.2% | $2,969-96.7% |