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 | $3,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,514 | $78,485-68.8% | $106,213-76.9% | $74,495-67.1% |
| Participation rate | 68.6% | 72.8%-4.3pp | 75.3%-6.7pp | 67.2%+1.4pp |
| Annual return | 12.47% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,176 | $2,523-53.4% | $3,171-62.9% | $2,623-55.2% |
| Participant deferral / active EE | $1,729 | $4,322-60.0% | $5,016-65.5% | $4,346-60.2% |
| Admin fee / account holder | $24 | $2,232-98.9% | $11,033-99.8% | $1,942-98.8% |