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 |
|---|---|---|
Filed as: FIDELITY INV INS OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $27,302 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $182,827 | $106,028+72.4% | $146,958+24.4% | $77,643+135.5% |
| Participation rate | 68.3% | 78.4%-10.0pp | 82.2%-13.8pp | 70.6%-2.2pp |
| Annual return | 20.09% | 56.73%-36.6pp | 418.34%-398.2pp | 31.24%-11.1pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $15,736 | $7,990+96.9% | $8,070+95.0% | $4,647+238.6% |
| Admin fee / account holder | $64 | $337-81.1% | $12,998-99.5% | $430-85.2% |