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 | $4,591 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,961 | $98,727-38.3% | $113,168-46.1% | $85,563-28.8% |
| Participation rate | 93.8% | 80.8%+13.0pp | 76.6%+17.2pp | 66.0%+27.8pp |
| Annual return | 16.95% | 17.43%-0.5pp | 24.27%-7.3pp | 31.51%-14.6pp |
| Employer contribution / active EE | $648 | $2,907-77.7% | $2,975-78.2% | $2,654-75.6% |
| Participant deferral / active EE | $4,832 | $5,424-10.9% | $5,107-5.4% | $4,375+10.4% |
| Admin fee / account holder | $8 | $357-97.7% | $12,068-99.9% | $834-99.0% |