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 | $10,365 |
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 | $47,478 | $29,546+60.7% | $56,441-15.9% | $77,671-38.9% |
| Participation rate | 39.7% | 32.7%+7.1pp | 52.5%-12.8pp | 70.6%-30.8pp |
| Annual return | 16.45% | 19.01%-2.6pp | 1704.21%-1687.8pp | 31.21%-14.8pp |
| Employer contribution / active EE | $1,227 | $568+116.0% | $1,039+18.1% | $2,726-55.0% |
| Participant deferral / active EE | $1,980 | $1,061+86.7% | $1,953+1.4% | $4,648-57.4% |
| Admin fee / account holder | $41 | $1,046-96.1% | $2,829-98.6% | $430-90.5% |