Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $192,360 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,628 | $81,302-40.2% | $76,002-36.0% | $199,768-75.7% |
| Participation rate | 58.9% | 70.1%-11.2pp | 69.1%-10.2pp | 72.0%-13.1pp |
| Annual return | 14.44% | 16.31%-1.9pp | 360.07%-345.6pp | 34.26%-19.8pp |
| Employer contribution / active EE | $1,469 | $3,352-56.2% | $2,688-45.4% | $3,037-51.6% |
| Participant deferral / active EE | $2,752 | $4,721-41.7% | $4,257-35.3% | $5,090-45.9% |
| Admin fee / account holder | $101 | $145-30.4% | $6,414-98.4% | $269-62.5% |