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 | $95,425 |
Filed as: CBIZ Service code 27 · EIN 31-1582098 | Advisory (Plan) | $41,524 |
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 | $42,475 | $50,815-16.4% | $155,509-72.7% | $77,643-45.3% |
| Participation rate | 0.0% | 63.1%-63.1pp | 78.2%-78.2pp | 70.6%-70.6pp |
| Annual return | 13.42% | 34.80%-21.4pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,736 | $1,993-12.9% | $4,672-62.8% | $2,726-36.3% |
| Participant deferral / active EE | $3,727 | $2,822+32.1% | $5,626-33.7% | $4,647-19.8% |
| Admin fee / account holder | $150 | $437-65.7% | $15,912-99.1% | $430-65.2% |