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 | $49,915+65.6% | $154,803-46.6% | $74,304+11.2% |
| Participation rate | 52.5% | 54.0%-1.4pp | 78.1%-25.5pp | 60.3%-7.8pp |
| Annual return | 11.42% | 34.06%-22.6pp | 58.88%-47.5pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,498 | $1,611-7.0% | $4,305-65.2% | $2,241-33.2% |
| Participant deferral / active EE | $3,534 | $2,255+56.7% | $5,540-36.2% | $3,767-6.2% |
| Admin fee / account holder | $16 | $2,189-99.3% | $14,329-99.9% | $2,969-99.5% |