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 | $24,457 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,008 | $122,239+60.3% | $184,203+6.4% | $74,495+163.1% |
| Participation rate | 93.1% | 85.5%+7.6pp | 86.8%+6.3pp | 67.2%+25.9pp |
| Annual return | 13.56% | 19.95%-6.4pp | 28.81%-15.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $680 | $4,537-85.0% | $6,427-89.4% | $2,623-74.1% |
| Participant deferral / active EE | $12,645 | $7,139+77.1% | $9,131+38.5% | $4,346+191.0% |
| Admin fee / account holder | $211 | $1,260-83.3% | $13,901-98.5% | $1,942-89.1% |