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 | -$98,350 |
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 | $188,909 | $55,331+241.4% | $81,812+130.9% | $199,593-5.4% |
| Participation rate | 51.7% | 62.5%-10.8pp | 72.3%-20.6pp | 72.0%-20.3pp |
| Annual return | 16.50% | 19.59%-3.1pp | 773.79%-757.3pp | 34.25%-17.8pp |
| Employer contribution / active EE | $6,007 | $2,101+185.9% | $2,912+106.3% | $3,034+98.0% |
| Participant deferral / active EE | $5,861 | $3,283+78.5% | $4,319+35.7% | $5,087+15.2% |
| Admin fee / account holder | $149 | $346-57.0% | $7,386-98.0% | $269-44.7% |