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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $396,380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $52,244 | $115,744-54.9% | $100,391-48.0% | $199,593-73.8% |
| Participation rate | 93.3% | 85.7%+7.6pp | 81.5%+11.8pp | 72.0%+21.3pp |
| Annual return | 18.97% | 17.79%+1.2pp | 49.20%-30.2pp | 34.25%-15.3pp |
| Employer contribution / active EE | $3,628 | $3,657-0.8% | $3,942-8.0% | $3,034+19.6% |
| Participant deferral / active EE | $7,671 | $9,844-22.1% | $8,082-5.1% | $5,087+50.8% |
| Admin fee / account holder | $57 | $93-38.9% | $7,899-99.3% | $269-78.9% |