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 | $22,633 |
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 | $232,831 | $132,049+76.3% | $200,582+16.1% | $74,304+213.3% |
| Participation rate | 92.0% | 84.1%+7.9pp | 86.9%+5.1pp | 60.3%+31.7pp |
| Annual return | 19.90% | 22.22%-2.3pp | 42.33%-22.4pp | 29.43%-9.5pp |
| Employer contribution / active EE | $670 | $4,558-85.3% | $6,419-89.6% | $2,241-70.1% |
| Participant deferral / active EE | $14,052 | $7,213+94.8% | $9,331+50.6% | $3,767+273.0% |
| Admin fee / account holder | $206 | $2,405-91.4% | $16,305-98.7% | $2,969-93.1% |