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 | $3,392 |
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 | $61,157 | $55,441+10.3% | $76,002-19.5% | $77,671-21.3% |
| Participation rate | 45.4% | 63.6%-18.2pp | 69.1%-23.7pp | 70.6%-25.2pp |
| Annual return | 19.41% | 17.08%+2.3pp | 360.07%-340.7pp | 31.21%-11.8pp |
| Employer contribution / active EE | $772 | $1,789-56.9% | $2,688-71.3% | $2,726-71.7% |
| Participant deferral / active EE | $2,550 | $3,451-26.1% | $4,257-40.1% | $4,648-45.1% |
| Admin fee / account holder | $28 | $407-93.1% | $6,414-99.6% | $430-93.4% |