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 | -$66,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,228 | $88,890+145.5% | $102,423+113.1% | $77,643+181.1% |
| Participation rate | 24.0% | 80.9%-56.9pp | 76.5%-52.5pp | 70.6%-46.6pp |
| Annual return | 17.13% | 24.98%-7.9pp | 29.32%-12.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $868 | $2,698-67.8% | $3,023-71.3% | $2,726-68.1% |
| Participant deferral / active EE | $3,312 | $5,145-35.6% | $5,053-34.5% | $4,647-28.7% |
| Admin fee / account holder | $11 | $235-95.1% | $9,451-99.9% | $430-97.3% |