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 | $12,713 |
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 | $55,088 | $82,917-33.6% | $103,333-46.7% | $77,643-29.1% |
| Participation rate | 68.8% | 71.6%-2.7pp | 74.5%-5.7pp | 70.6%-1.7pp |
| Annual return | 16.09% | 19.13%-3.0pp | 24.88%-8.8pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,963 | $3,552-44.7% | $3,868-49.2% | $2,726-28.0% |
| Participant deferral / active EE | $3,737 | $4,108-9.0% | $5,057-26.1% | $4,647-19.6% |
| Admin fee / account holder | $25 | $638-96.1% | $8,355-99.7% | $430-94.2% |