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 | $7,772 |
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 | $62,850 | $29,548+112.7% | $56,411+11.4% | $77,643-19.1% |
| Participation rate | 16.9% | 32.7%-15.8pp | 52.5%-35.5pp | 70.6%-53.6pp |
| Annual return | 13.30% | 19.01%-5.7pp | 1701.33%-1688.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $448 | $568-21.1% | $1,039-56.9% | $2,726-83.6% |
| Participant deferral / active EE | $788 | $1,061-25.7% | $1,952-59.6% | $4,647-83.0% |
| Admin fee / account holder | $48 | $1,046-95.4% | $2,829-98.3% | $430-88.8% |