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 | $66,098-2.6% | $101,794-36.8% | $74,304-13.4% |
| Participation rate | 67.8% | 53.8%+14.1pp | 69.2%-1.4pp | 60.3%+7.5pp |
| Annual return | 17.71% | 19.59%-1.9pp | 30.53%-12.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,420 | $2,781-48.9% | $4,084-65.2% | $3,767-62.3% |
| Admin fee / account holder | $14 | $4,146-99.7% | $8,777-99.8% | $2,969-99.5% |