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 | $2,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,255 | $42,901+73.1% | $91,220-18.6% | $64,808+14.6% |
| Participation rate | 31.8% | 68.1%-36.4pp | 73.2%-41.4pp | 71.5%-39.7pp |
| Annual return | -14.09% | -13.53%-0.6pp | 114.01%-128.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,850-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,699 | $3,501-51.5% | $4,234-59.9% | $4,310-60.6% |
| Admin fee / account holder | $10 | $131-92.2% | $5,420-99.8% | $188-94.6% |