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 | $30,435 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,550 |
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 | $29,440 | $80,724-63.5% | $103,333-71.5% | $74,495-60.5% |
| Participation rate | 62.3% | 65.7%-3.3pp | 74.5%-12.2pp | 67.2%-4.9pp |
| Annual return | 13.67% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,014 | $3,157-36.2% | $3,868-47.9% | $2,623-23.2% |
| Participant deferral / active EE | $2,294 | $3,860-40.6% | $5,057-54.6% | $4,346-47.2% |
| Admin fee / account holder | $182 | $2,368-92.3% | $8,355-97.8% | $1,942-90.6% |