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 | $2,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,654 | $45,343+82.3% | $150,298-45.0% | $67,986+21.6% |
| Participation rate | 52.5% | 51.9%+0.7pp | 77.8%-25.2pp | 57.2%-4.7pp |
| Annual return | 11.42% | 33.28%-21.9pp | 62.79%-51.4pp | 31.67%-20.2pp |
| Employer contribution / active EE | $1,498 | $1,462+2.5% | $4,154-63.9% | $2,019-25.8% |
| Participant deferral / active EE | $3,534 | $2,055+72.0% | $5,453-35.2% | $3,358+5.2% |
| Admin fee / account holder | $16 | $2,250-99.3% | $14,116-99.9% | $3,203-99.5% |