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 | $41,304 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $37,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,873 | $89,436-23.0% | $164,813-58.2% | $77,643-11.3% |
| Participation rate | 62.3% | 78.6%-16.3pp | 78.6%-16.3pp | 70.6%-8.2pp |
| Annual return | 15.46% | 28.83%-13.4pp | 69.93%-54.5pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,026 | $2,569-21.1% | $4,341-53.3% | $2,726-25.7% |
| Participant deferral / active EE | $5,215 | $4,897+6.5% | $6,031-13.5% | $4,647+12.2% |
| Admin fee / account holder | $158 | $339-53.3% | $12,690-98.8% | $430-63.2% |