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 | $5,320 |
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 | $59,759 | $50,815+17.6% | $155,509-61.6% | $77,643-23.0% |
| Participation rate | 21.9% | 63.1%-41.2pp | 78.2%-56.3pp | 70.6%-48.6pp |
| Annual return | 13.49% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,081 | $2,822-61.7% | $5,626-80.8% | $4,647-76.7% |
| Admin fee / account holder | $37 | $437-91.6% | $15,912-99.8% | $430-91.4% |