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 | $4,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,926 | $59,054+69.2% | $97,226+2.8% | $77,643+28.7% |
| Participation rate | 31.7% | 67.9%-36.2pp | 72.7%-41.0pp | 70.6%-38.9pp |
| Annual return | 16.94% | 16.96%0pp | 75.13%-58.2pp | 31.24%-14.3pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,729-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,989 | $3,930-49.4% | $4,264-53.4% | $4,647-57.2% |
| Admin fee / account holder | $19 | $346-94.4% | $5,654-99.7% | $430-95.5% |