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 | $66,830 |
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 | $30,279 | $104,697-71.1% | $96,544-68.6% | $80,160-62.2% |
| Participation rate | 69.4% | 86.4%-16.9pp | 76.0%-6.5pp | 72.9%-3.5pp |
| Annual return | 16.43% | 21.78%-5.4pp | 25.84%-9.4pp | 40.38%-23.9pp |
| Employer contribution / active EE | $2,656 | $3,536-24.9% | $2,965-10.4% | $2,978-10.8% |
| Participant deferral / active EE | $2,129 | $6,188-65.6% | $4,851-56.1% | $5,017-57.6% |
| Admin fee / account holder | $64 | $107-40.3% | $8,252-99.2% | $145-56.0% |