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 | $9,425 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,291 | $117,148-46.0% | $67,502-6.2% | $99,062-36.1% |
| Participation rate | 60.3% | 72.7%-12.4pp | 72.9%-12.6pp | 71.6%-11.3pp |
| Annual return | 17.07% | 14.15%+2.9pp | 3512.12%-3495.1pp | 17.66%-0.6pp |
| Employer contribution / active EE | $1,066 | $4,623-76.9% | $2,731-61.0% | $3,262-67.3% |
| Participant deferral / active EE | $3,320 | $4,782-30.6% | $4,000-17.0% | $5,331-37.7% |
| Admin fee / account holder | $2 | $50-96.1% | $3,998-100.0% | $109-98.2% |