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 | $5,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,180 | $62,624+26.4% | $177,989-55.5% | $77,643+2.0% |
| Participation rate | 40.1% | 66.8%-26.8pp | 77.1%-37.0pp | 70.6%-30.5pp |
| Annual return | 15.37% | 16.16%-0.8pp | 294.48%-279.1pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,025 | $1,909-46.3% | $3,949-74.0% | $2,726-62.4% |
| Participant deferral / active EE | $2,069 | $4,219-51.0% | $6,276-67.0% | $4,647-55.5% |
| Admin fee / account holder | $72 | $386-81.2% | $10,363-99.3% | $430-83.2% |