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 | $15,708 |
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 | $495,712 | $60,261+722.6% | $81,783+506.1% | $74,546+565.0% |
| Participation rate | 94.0% | 62.9%+31.1pp | 72.4%+21.6pp | 67.2%+26.8pp |
| Annual return | 17.87% | 16.88%+1.0pp | 775.05%-757.2pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $20,296 | $2,622+674.2% | $2,913+596.8% | $2,624+673.4% |
| Participant deferral / active EE | $21,676 | $3,388+539.9% | $4,320+401.7% | $4,347+398.6% |
| Admin fee / account holder | $102 | $1,482-93.1% | $7,380-98.6% | $1,944-94.8% |