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 | $39,850 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,150 |
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 | $95,086 | $65,908+44.3% | $81,812+16.2% | $77,643+22.5% |
| Participation rate | 45.0% | 65.8%-20.8pp | 72.3%-27.4pp | 70.6%-25.6pp |
| Annual return | 13.46% | 26.64%-13.2pp | 773.79%-760.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,442 | $2,370-39.2% | $2,912-50.5% | $2,726-47.1% |
| Participant deferral / active EE | $2,288 | $3,505-34.7% | $4,319-47.0% | $4,647-50.8% |
| Admin fee / account holder | $76 | $526-85.5% | $7,386-99.0% | $430-82.3% |