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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,078 |
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 | $64,367 | $65,246-1.3% | $98,716-34.8% | $67,986-5.3% |
| Participation rate | 67.8% | 51.4%+16.4pp | 69.3%-1.5pp | 57.2%+10.6pp |
| Annual return | 17.71% | 20.58%-2.9pp | 31.81%-14.1pp | 31.67%-14.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,420 | $2,594-45.3% | $4,048-64.9% | $3,358-57.7% |
| Admin fee / account holder | $14 | $4,561-99.7% | $8,703-99.8% | $3,203-99.6% |