Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $10,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,318 | $79,184-40.2% | $102,438-53.8% | $74,546-36.5% |
| Participation rate | 66.0% | 74.8%-8.7pp | 76.5%-10.5pp | 67.2%-1.2pp |
| Annual return | 13.57% | 54.95%-41.4pp | 29.37%-15.8pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $243 | $2,362-89.7% | $3,024-92.0% | $2,624-90.7% |
| Participant deferral / active EE | $5,870 | $4,414+33.0% | $5,054+16.2% | $4,347+35.0% |
| Admin fee / account holder | $62 | $2,001-96.9% | $9,448-99.3% | $1,944-96.8% |