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: STEPHENS, REIDINGER & BELLER LLP Service code 10 · EIN 33-0639599 | Accounting | $16,450 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$17,166 |
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 | $169,663 | $80,724+110.2% | $103,333+64.2% | $74,495+127.8% |
| Participation rate | 66.4% | 65.7%+0.7pp | 74.5%-8.1pp | 67.2%-0.8pp |
| Annual return | 15.47% | 27.56%-12.1pp | 24.88%-9.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,281 | $3,860+140.4% | $5,057+83.5% | $4,346+113.6% |
| Admin fee / account holder | $13 | $2,368-99.5% | $8,355-99.8% | $1,942-99.3% |