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 |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $164,590 |
Participant 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 | $29,738 | $130,141-77.1% | $86,677-65.7% | $77,904-61.8% |
| Participation rate | 79.7% | 85.9%-6.2pp | 76.6%+3.1pp | 73.7%+6.0pp |
| Annual return | -15.45% | -12.75%-2.7pp | 35.91%-51.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $2,301 | $3,220-28.5% | $2,836-18.9% | $2,848-19.2% |
| Participant deferral / active EE | $1,900 | $5,757-67.0% | $4,656-59.2% | $4,806-60.5% |
| Admin fee / account holder | $74 | $132-43.6% | $7,493-99.0% | $133-43.9% |