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 | $93,020 |
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 | $74,933 | $241,101-68.9% | $103,333-27.5% | $199,593-62.5% |
| Participation rate | 56.4% | 78.3%-21.9pp | 74.5%-18.1pp | 72.0%-15.6pp |
| Annual return | 16.62% | 17.80%-1.2pp | 24.88%-8.3pp | 34.25%-17.6pp |
| Employer contribution / active EE | $3,675 | $4,244-13.4% | $3,868-5.0% | $3,034+21.1% |
| Participant deferral / active EE | $5,755 | $3,958+45.4% | $5,057+13.8% | $5,087+13.1% |
| Admin fee / account holder | $81 | $288-71.7% | $8,355-99.0% | $269-69.7% |