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 | -$13,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $462,151 | $102,317+351.7% | $146,958+214.5% | $80,856+471.6% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.2%-30.5pp | 67.6%-16.0pp |
| Annual return | 20.03% | 134.76%-114.7pp | 418.34%-398.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $4,138 | $3,713+11.5% | $4,933-16.1% | $2,755+50.2% |
| Participant deferral / active EE | $12,721 | $6,644+91.5% | $8,070+57.6% | $4,296+196.1% |
| Admin fee / account holder | -$96 | $7,941-101.2% | $12,998-100.7% | $6,918-101.4% |