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 | $4,350 |
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 | $35,671 | $87,870-59.4% | $113,168-68.5% | $74,304-52.0% |
| Participation rate | 94.4% | 70.7%+23.6pp | 76.6%+17.8pp | 60.3%+34.0pp |
| Annual return | 15.82% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,791 | $2,277-21.3% | $2,975-39.8% | $2,241-20.1% |
| Participant deferral / active EE | $2,995 | $4,241-29.4% | $5,107-41.4% | $3,767-20.5% |
| Admin fee / account holder | $18 | $3,368-99.5% | $12,068-99.8% | $2,969-99.4% |