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 | $68,884 |
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 | $50,149 | $44,897+11.7% | $85,009-41.0% | $199,768-74.9% |
| Participation rate | 11.8% | 45.7%-34.0pp | 67.5%-55.8pp | 72.0%-60.3pp |
| Annual return | 12.97% | 20.96%-8.0pp | 66.47%-53.5pp | 34.26%-21.3pp |
| Employer contribution / active EE | $221 | $1,365-83.8% | $2,728-91.9% | $3,037-92.7% |
| Participant deferral / active EE | $774 | $2,668-71.0% | $4,522-82.9% | $5,090-84.8% |
| Admin fee / account holder | $118 | $584-79.9% | $6,153-98.1% | $269-56.3% |