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 | $5,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $104,404 | $98,727+5.7% | $113,168-7.7% | $85,563+22.0% |
| Participation rate | 63.9% | 80.8%-16.9pp | 76.6%-12.7pp | 66.0%-2.1pp |
| Annual return | 12.51% | 17.43%-4.9pp | 24.27%-11.8pp | 31.51%-19.0pp |
| Employer contribution / active EE | $2,211 | $2,907-23.9% | $2,975-25.7% | $2,654-16.7% |
| Participant deferral / active EE | $5,042 | $5,424-7.1% | $5,107-1.3% | $4,375+15.2% |
| Admin fee / account holder | $19 | $357-94.6% | $12,068-99.8% | $834-97.7% |