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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,404 | $103,024+1.3% | $112,040-6.8% | $79,634+31.1% |
| Participation rate | 63.9% | 80.6%-16.6pp | 76.5%-12.6pp | 62.5%+1.4pp |
| Annual return | 12.51% | 17.60%-5.1pp | 24.52%-12.0pp | 36.46%-24.0pp |
| Employer contribution / active EE | $2,211 | $3,015-26.7% | $2,954-25.1% | $2,529-12.6% |
| Participant deferral / active EE | $5,042 | $5,233-3.7% | $5,098-1.1% | $3,835+31.5% |
| Admin fee / account holder | $19 | $465-95.9% | $12,098-99.8% | $1,002-98.1% |