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 | $69,280 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,356 | $66,457-60.3% | $81,382-67.6% | $77,643-66.1% |
| Participation rate | 84.5% | 68.7%+15.8pp | 69.5%+15.0pp | 70.6%+13.9pp |
| Annual return | 18.69% | 15.93%+2.8pp | 24.73%-6.0pp | 31.24%-12.5pp |
| Employer contribution / active EE | $969 | $2,159-55.1% | $2,463-60.7% | $2,726-64.5% |
| Participant deferral / active EE | $2,768 | $3,679-24.8% | $3,883-28.7% | $4,647-40.4% |
| Admin fee / account holder | $78 | $583-86.6% | $5,768-98.6% | $430-81.8% |