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 | $70,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,139 | $130,141-78.4% | $86,677-67.5% | $77,904-63.9% |
| Participation rate | 59.4% | 85.9%-26.5pp | 76.6%-17.1pp | 73.7%-14.2pp |
| Annual return | -15.35% | -12.75%-2.6pp | 35.91%-51.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $2,230 | $3,220-30.7% | $2,836-21.4% | $2,848-21.7% |
| Participant deferral / active EE | $1,872 | $5,757-67.5% | $4,656-59.8% | $4,806-61.0% |
| Admin fee / account holder | $75 | $132-42.9% | $7,493-99.0% | $133-43.2% |