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 | $8,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,479 | $81,248-83.4% | $155,509-91.3% | $80,856-83.3% |
| Participation rate | 99.0% | 66.2%+32.7pp | 78.2%+20.8pp | 67.6%+31.3pp |
| Annual return | 9.14% | 33.31%-24.2pp | 64.67%-55.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,156 | $3,100-30.4% | $4,672-53.8% | $2,755-21.7% |
| Participant deferral / active EE | $826 | $3,452-76.1% | $5,626-85.3% | $4,296-80.8% |
| Admin fee / account holder | $55 | $7,997-99.3% | $15,912-99.7% | $6,918-99.2% |