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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $63,575 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$31,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $183,816 | $88,890+106.8% | $102,423+79.5% | $77,643+136.7% |
| Participation rate | 54.1% | 80.9%-26.9pp | 76.5%-22.4pp | 70.6%-16.5pp |
| Annual return | 11.35% | 24.98%-13.6pp | 29.32%-18.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,425 | $2,698-47.2% | $3,023-52.9% | $2,726-47.7% |
| Participant deferral / active EE | $4,757 | $5,145-7.5% | $5,053-5.9% | $4,647+2.4% |
| Admin fee / account holder | $176 | $235-25.3% | $9,451-98.1% | $430-59.1% |