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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $10,432 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,249 | $82,664-63.4% | $125,339-75.9% | $68,494-55.8% |
| Participation rate | 67.2% | 75.0%-7.9pp | 82.4%-15.2pp | 67.9%-0.7pp |
| Annual return | -16.37% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,415 | $6,110-60.5% | $7,446-67.6% | $4,027-40.0% |
| Admin fee / account holder | $206 | $6,275-96.7% | $10,010-97.9% | $5,403-96.2% |