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 37 · EIN 04-2647786 | Loan Processing | $7,769 |
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 | $70,143 | $72,607-3.4% | $90,749-22.7% | $66,914+4.8% |
| Participation rate | 67.0% | 73.7%-6.7pp | 75.7%-8.7pp | 69.8%-2.9pp |
| Annual return | -11.49% | -12.28%+0.8pp | -12.16%+0.7pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,380 | $2,369-41.7% | $2,921-52.7% | $2,544-45.8% |
| Participant deferral / active EE | $2,342 | $3,977-41.1% | $4,564-48.7% | $4,237-44.7% |
| Admin fee / account holder | $43 | $707-93.9% | $8,445-99.5% | $593-92.8% |