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 | $143,846 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $55,000 |
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 | $63,959 | $48,698+31.3% | $93,606-31.7% | $199,593-68.0% |
| Participation rate | 25.9% | 63.5%-37.7pp | 68.7%-42.8pp | 72.0%-46.1pp |
| Annual return | 17.60% | 15.34%+2.3pp | 133.20%-115.6pp | 34.25%-16.7pp |
| Employer contribution / active EE | $1,236 | $1,135+8.9% | $2,420-48.9% | $3,034-59.3% |
| Participant deferral / active EE | $2,524 | $2,817-10.4% | $4,411-42.8% | $5,087-50.4% |
| Admin fee / account holder | $108 | $195-44.6% | $8,285-98.7% | $269-59.8% |