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 | $32,056 |
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 | $202,191 | $113,293+78.5% | $67,502+199.5% | $199,593+1.3% |
| Participation rate | 30.8% | 73.3%-42.6pp | 72.9%-42.1pp | 72.0%-41.2pp |
| Annual return | 12.81% | 15.88%-3.1pp | 3512.12%-3499.3pp | 34.25%-21.4pp |
| Employer contribution / active EE | $4,208 | $3,401+23.7% | $2,731+54.1% | $3,034+38.7% |
| Participant deferral / active EE | $2,964 | $4,159-28.7% | $4,000-25.9% | $5,087-41.7% |
| Admin fee / account holder | $25 | $103-75.7% | $3,998-99.4% | $269-90.7% |