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 |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $78,457 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 36-2235791 | Other Services | $6,212 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,357 | $73,404-60.0% | $87,100-66.3% | $67,579-56.6% |
| Participation rate | 84.3% | 80.9%+3.4pp | 76.9%+7.4pp | 71.3%+13.0pp |
| Annual return | 20.54% | 48.29%-27.7pp | 28.19%-7.6pp | 378.56%-358.0pp |
| Employer contribution / active EE | $2,474 | $2,014+22.8% | $2,521-1.9% | $2,148+15.2% |
| Participant deferral / active EE | $2,152 | $3,913-45.0% | $4,049-46.8% | $3,539-39.2% |
| Admin fee / account holder | $103 | $142-27.4% | $7,497-98.6% | $142-27.8% |