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 | -$3,213 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,557 | $78,485+3.9% | $106,213-23.2% | $74,495+9.5% |
| Participation rate | 80.7% | 72.8%+7.9pp | 75.3%+5.5pp | 67.2%+13.5pp |
| Annual return | 10.27% | 15.95%-5.7pp | 116.14%-105.9pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,457 | $2,523-42.2% | $3,171-54.1% | $2,623-44.4% |
| Participant deferral / active EE | $4,002 | $4,322-7.4% | $5,016-20.2% | $4,346-7.9% |
| Admin fee / account holder | -$15 | $2,232-100.7% | $11,033-100.1% | $1,942-100.8% |