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 27 · EIN 35-2552359 | Advisory (Plan) | $15,656 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,536 | $95,803-28.5% | $113,168-39.4% | $84,808-19.2% |
| Participation rate | 63.9% | 72.9%-8.9pp | 76.6%-12.6pp | 68.3%-4.4pp |
| Annual return | 17.89% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,000 | $2,360-15.3% | $2,975-32.8% | $2,631-24.0% |
| Participant deferral / active EE | $4,176 | $4,242-1.6% | $5,107-18.2% | $4,212-0.8% |
| Admin fee / account holder | $222 | $8,989-97.5% | $12,068-98.2% | $7,344-97.0% |