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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,278 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,381 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,094 | $59,623-0.9% | $95,585-38.2% | $85,563-30.9% |
| Participation rate | 90.5% | 57.2%+33.3pp | 72.1%+18.4pp | 66.0%+24.5pp |
| Annual return | 17.35% | 18.22%-0.9pp | 38.56%-21.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $0 | $1,669-100.0% | $2,527-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,953 | $3,357+77.3% | $4,023+48.0% | $4,375+36.1% |
| Admin fee / account holder | $69 | $650-89.3% | $6,127-98.9% | $834-91.7% |