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 | $76,699 |
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 | $87,300 | $31,741+175.0% | $56,411+54.8% | $199,593-56.3% |
| Participation rate | 24.3% | 32.3%-8.1pp | 52.5%-28.2pp | 72.0%-47.7pp |
| Annual return | 15.85% | 14.72%+1.1pp | 1701.33%-1685.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $1,117 | $508+120.1% | $1,039+7.6% | $3,034-63.2% |
| Participant deferral / active EE | $2,712 | $1,184+129.1% | $1,952+39.0% | $5,087-46.7% |
| Admin fee / account holder | $71 | $426-83.3% | $2,829-97.5% | $269-73.5% |