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 3-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $19,125 |
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 | $92,645 | $60,323+53.6% | $81,812+13.2% | $74,495+24.4% |
| Participation rate | 59.4% | 62.9%-3.5pp | 72.3%-12.9pp | 67.2%-7.8pp |
| Annual return | 17.58% | 16.90%+0.7pp | 773.79%-756.2pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,228 | $2,620-15.0% | $2,912-23.5% | $2,623-15.0% |
| Participant deferral / active EE | $5,061 | $3,387+49.4% | $4,319+17.2% | $4,346+16.5% |
| Admin fee / account holder | $126 | $1,486-91.5% | $7,386-98.3% | $1,942-93.5% |