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 | $94,830 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,515 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $23,184 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,958 | $129,021-68.3% | $184,203-77.8% | $77,643-47.2% |
| Participation rate | 94.5% | 87.3%+7.1pp | 86.8%+7.6pp | 70.6%+23.9pp |
| Annual return | 13.41% | 33.27%-19.9pp | 28.81%-15.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,343 | $7,297-40.5% | $9,131-52.4% | $4,647-6.5% |
| Admin fee / account holder | $169 | $254-33.4% | $13,901-98.8% | $430-60.7% |