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 | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,560 | $50,815+7.4% | $155,509-64.9% | $77,643-29.7% |
| Participation rate | 48.5% | 63.1%-14.6pp | 78.2%-29.6pp | 70.6%-22.0pp |
| Annual return | 12.97% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $873 | $1,993-56.2% | $4,672-81.3% | $2,726-68.0% |
| Participant deferral / active EE | $2,278 | $2,822-19.3% | $5,626-59.5% | $4,647-51.0% |
| Admin fee / account holder | $20 | $437-95.4% | $15,912-99.9% | $430-95.3% |