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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,091 |
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 | $51,633 | $30,588+68.8% | $53,898-4.2% | $85,563-39.7% |
| Participation rate | 40.2% | 26.3%+13.8pp | 55.0%-14.8pp | 66.0%-25.8pp |
| Annual return | 17.82% | 50.42%-32.6pp | 528.60%-510.8pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,521 | $436+248.9% | $932+63.2% | $2,654-42.7% |
| Participant deferral / active EE | $2,476 | $848+192.0% | $1,826+35.6% | $4,375-43.4% |
| Admin fee / account holder | $39 | $1,879-97.9% | $2,491-98.4% | $834-95.3% |