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 5-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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,794 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,933 | $51,447+30.1% | $104,607-36.0% | $73,409-8.8% |
| Participation rate | 33.1% | 68.2%-35.1pp | 74.1%-41.0pp | 72.2%-39.1pp |
| Annual return | 19.21% | 25.06%-5.9pp | 340.46%-321.3pp | 59.29%-40.1pp |
| Employer contribution / active EE | $0 | $1,441-100.0% | $2,681-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,303 | $3,058-57.4% | $3,740-65.2% | $3,805-65.8% |
| Admin fee / account holder | $8 | $122-93.5% | $6,473-99.9% | $158-95.0% |