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 | $27,870 |
Service code 16 · EIN 36-4291971 | Consulting | $6,958 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,876 | $73,397-74.3% | $178,014-89.4% | $74,546-74.7% |
| Participation rate | 79.5% | 66.6%+12.9pp | 77.1%+2.4pp | 67.2%+12.3pp |
| Annual return | 16.25% | 17.49%-1.2pp | 294.80%-278.6pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $281 | $2,217-87.3% | $3,950-92.9% | $2,624-89.3% |
| Participant deferral / active EE | $3,060 | $4,512-32.2% | $6,276-51.2% | $4,347-29.6% |
| Admin fee / account holder | $166 | $1,809-90.8% | $10,362-98.4% | $1,944-91.5% |