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 | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,314 | $59,417+227.0% | $93,606+107.6% | $74,495+160.8% |
| Participation rate | 59.7% | 59.7%0pp | 68.7%-9.1pp | 67.2%-7.5pp |
| Annual return | 14.65% | 81.83%-67.2pp | 133.20%-118.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,325 | $1,264+84.0% | $2,420-3.9% | $2,623-11.4% |
| Participant deferral / active EE | $5,079 | $3,050+66.5% | $4,411+15.1% | $4,346+16.9% |
| Admin fee / account holder | $27 | $3,021-99.1% | $8,285-99.7% | $1,942-98.6% |