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 |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,480 |
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 | $83,339 | $72,607+14.8% | $90,749-8.2% | $66,914+24.5% |
| Participation rate | 64.2% | 73.7%-9.5pp | 75.7%-11.5pp | 69.8%-5.6pp |
| Annual return | -12.24% | -12.28%0pp | -12.16%-0.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $2,643 | $2,369+11.6% | $2,921-9.5% | $2,544+3.9% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $43 | $707-93.9% | $8,445-99.5% | $593-92.8% |