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 | -$5,503 |
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 | $138,290 | $78,976+75.1% | $100,383+37.8% | $74,546+85.5% |
| Participation rate | 63.3% | 79.5%-16.2pp | 81.5%-18.2pp | 67.2%-3.9pp |
| Annual return | 14.85% | 20.62%-5.8pp | 49.26%-34.4pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $9,295 | $7,758+19.8% | $8,086+15.0% | $4,347+113.8% |
| Admin fee / account holder | -$34 | $1,330-102.5% | $7,900-100.4% | $1,944-101.7% |