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 | $50,820+7.4% | $155,567-64.9% | $77,671-29.8% |
| Participation rate | 48.5% | 63.1%-14.6pp | 78.2%-29.7pp | 70.6%-22.0pp |
| Annual return | 12.97% | 34.85%-21.9pp | 64.74%-51.8pp | 31.21%-18.2pp |
| Employer contribution / active EE | $873 | $1,993-56.2% | $4,674-81.3% | $2,726-68.0% |
| Participant deferral / active EE | $2,278 | $2,823-19.3% | $5,628-59.5% | $4,648-51.0% |
| Admin fee / account holder | $20 | $436-95.4% | $15,916-99.9% | $430-95.3% |