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 | $25,289 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $20,000 |
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 | $52,685 | $29,548+78.3% | $56,411-6.6% | $77,643-32.1% |
| Participation rate | 31.2% | 32.7%-1.5pp | 52.5%-21.2pp | 70.6%-39.4pp |
| Annual return | 14.00% | 19.01%-5.0pp | 1701.33%-1687.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $692 | $568+21.9% | $1,039-33.4% | $2,726-74.6% |
| Participant deferral / active EE | $1,357 | $1,061+27.9% | $1,952-30.5% | $4,647-70.8% |
| Admin fee / account holder | $202 | $1,046-80.7% | $2,829-92.9% | $430-53.0% |