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 | $55,696 |
Service code 27 · EIN 47-2686597 | Advisory (Plan) | $45,381 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,438 | $80,724-9.0% | $103,333-28.9% | $74,495-1.4% |
| Participation rate | 99.1% | 65.7%+33.4pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 17.01% | 27.56%-10.5pp | 24.88%-7.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,168 | $3,157-63.0% | $3,868-69.8% | $2,623-55.5% |
| Participant deferral / active EE | $9,554 | $3,860+147.5% | $5,057+88.9% | $4,346+119.9% |
| Admin fee / account holder | $362 | $2,368-84.7% | $8,355-95.7% | $1,942-81.3% |