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 |
|---|---|---|
Service code 10 · EIN 95-2972229 | Accounting | $8,500 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONA Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $65,971 | $49,451+33.4% | $79,550-17.1% | $66,914-1.4% |
| Participation rate | 42.1% | 61.3%-19.2pp | 69.5%-27.4pp | 69.8%-27.7pp |
| Annual return | -22.33% | 84.25%-106.6pp | 0.16%-22.5pp | 1.58%-23.9pp |
| Employer contribution / active EE | $2,563 | $1,266+102.5% | $2,413+6.2% | $2,544+0.7% |
| Participant deferral / active EE | $3,410 | $3,159+8.0% | $3,985-14.4% | $4,237-19.5% |
| Admin fee / account holder | $173 | $595-70.9% | $6,832-97.5% | $593-70.8% |