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 | $1,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $156,123 | $101,317+54.1% | $146,958+6.2% | $74,495+109.6% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.2%-18.3pp | 67.2%-3.4pp |
| Annual return | 19.93% | 8730.91%-8711.0pp | 418.34%-398.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $2,513 | $3,810-34.1% | $4,933-49.1% | $2,623-4.2% |
| Participant deferral / active EE | $7,211 | $7,303-1.3% | $8,070-10.6% | $4,346+65.9% |
| Admin fee / account holder | $32 | $1,739-98.2% | $12,998-99.8% | $1,942-98.4% |