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 | $1,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $57,904 | $82,917-30.2% | $103,333-44.0% | $77,643-25.4% |
| Participation rate | 38.6% | 71.6%-33.0pp | 74.5%-36.0pp | 70.6%-32.0pp |
| Annual return | 11.49% | 19.13%-7.6pp | 24.88%-13.4pp | 31.24%-19.8pp |
| Employer contribution / active EE | $609 | $3,552-82.8% | $3,868-84.2% | $2,726-77.6% |
| Participant deferral / active EE | $2,598 | $4,108-36.8% | $5,057-48.6% | $4,647-44.1% |
| Admin fee / account holder | $21 | $638-96.8% | $8,355-99.8% | $430-95.2% |