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 | $2,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,245 | $89,808+15.0% | $100,383+2.9% | $77,671+32.9% |
| Participation rate | 90.4% | 81.2%+9.2pp | 81.5%+8.9pp | 70.6%+19.8pp |
| Annual return | 16.95% | 20.62%-3.7pp | 49.26%-32.3pp | 31.21%-14.3pp |
| Employer contribution / active EE | $484 | $3,039-84.1% | $3,944-87.7% | $2,726-82.2% |
| Participant deferral / active EE | $13,547 | $8,284+63.5% | $8,086+67.5% | $4,648+191.5% |
| Admin fee / account holder | $4 | $174-97.7% | $7,900-99.9% | $430-99.1% |