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 | $10,862 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,746 | $87,870-41.1% | $113,168-54.3% | $74,304-30.4% |
| Participation rate | 64.1% | 70.7%-6.7pp | 76.6%-12.5pp | 60.3%+3.7pp |
| Annual return | 13.04% | 26.44%-13.4pp | 24.27%-11.2pp | 29.43%-16.4pp |
| Employer contribution / active EE | $113 | $2,277-95.0% | $2,975-96.2% | $2,241-94.9% |
| Participant deferral / active EE | $5,717 | $4,241+34.8% | $5,107+12.0% | $3,767+51.8% |
| Admin fee / account holder | $58 | $3,368-98.3% | $12,068-99.5% | $2,969-98.0% |