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 |
|---|---|---|
Service code 55 · EIN 42-1445429 | Other Commissions | $27,770 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,375 |
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 | $95,477 | $80,724+18.3% | $103,333-7.6% | $74,495+28.2% |
| Participation rate | 56.0% | 65.7%-9.7pp | 74.5%-18.5pp | 67.2%-11.2pp |
| Annual return | 11.73% | 27.56%-15.8pp | 24.88%-13.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,974 | $3,157-37.5% | $3,868-49.0% | $2,623-24.8% |
| Participant deferral / active EE | $3,754 | $3,860-2.7% | $5,057-25.8% | $4,346-13.6% |
| Admin fee / account holder | $9 | $2,368-99.6% | $8,355-99.9% | $1,942-99.5% |