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 | $2,881 |
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 | $58,404 | $72,994-20.0% | $120,354-51.5% | $77,643-24.8% |
| Participation rate | 18.3% | 55.2%-36.9pp | 71.9%-53.6pp | 70.6%-52.3pp |
| Annual return | 12.86% | 18.23%-5.4pp | 107.15%-94.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $266 | $1,793-85.1% | $3,463-92.3% | $2,726-90.2% |
| Participant deferral / active EE | $1,062 | $3,011-64.7% | $4,991-78.7% | $4,647-77.1% |
| Admin fee / account holder | $14 | $658-97.9% | $9,423-99.9% | $430-96.8% |