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 | $17,600 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$16,956 |
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 | $206,202 | $89,753+129.7% | $107,525+91.8% | $84,808+143.1% |
| Participation rate | 67.4% | 68.1%-0.7pp | 75.1%-7.7pp | 68.3%-0.9pp |
| Annual return | 15.09% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,720 | $4,056+164.3% | $5,116+109.5% | $4,212+154.5% |
| Admin fee / account holder | $36 | $7,222-99.5% | $8,919-99.6% | $7,344-99.5% |