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 | $1,744 |
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 | $88,558 | $49,808+77.8% | $95,745-7.5% | $74,419+19.0% |
| Participation rate | 28.8% | 66.6%-37.8pp | 72.3%-43.5pp | 70.7%-41.9pp |
| Annual return | 20.69% | 24.91%-4.2pp | 28.35%-7.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $2,835-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,460 | $3,739-60.9% | $4,245-65.6% | $4,528-67.8% |
| Admin fee / account holder | $8 | $311-97.5% | $5,678-99.9% | $348-97.7% |