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 | $114,041 |
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 | $62,206 | $48,669+27.8% | $93,654-33.6% | $199,768-68.9% |
| Participation rate | 51.0% | 63.7%-12.7pp | 68.7%-17.7pp | 72.0%-21.0pp |
| Annual return | 15.85% | 15.38%+0.5pp | 133.34%-117.5pp | 34.26%-18.4pp |
| Employer contribution / active EE | $1,874 | $1,137+64.8% | $2,421-22.6% | $3,037-38.3% |
| Participant deferral / active EE | $4,144 | $2,823+46.8% | $4,413-6.1% | $5,090-18.6% |
| Admin fee / account holder | $83 | $195-57.2% | $8,282-99.0% | $269-69.0% |