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 |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $29,963 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,640 | $36,943+39.8% | $52,425-1.5% | $103,975-50.3% |
| Participation rate | 13.6% | 27.5%-13.9pp | 55.6%-42.0pp | 72.5%-58.9pp |
| Annual return | 17.79% | 17.59%+0.2pp | 302.12%-284.3pp | 19.41%-1.6pp |
| Employer contribution / active EE | $40 | $884-95.5% | $914-95.7% | $3,722-98.9% |
| Participant deferral / active EE | $558 | $1,347-58.6% | $1,790-68.8% | $5,343-89.6% |
| Admin fee / account holder | $15 | $508-97.1% | $2,495-99.4% | $332-95.6% |