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 | $63,224 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $39,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,931 | $106,110-67.1% | $147,005-76.2% | $77,671-55.0% |
| Participation rate | 68.9% | 78.4%-9.5pp | 82.2%-13.3pp | 70.6%-1.7pp |
| Annual return | 15.10% | 56.77%-41.7pp | 418.76%-403.7pp | 31.21%-16.1pp |
| Employer contribution / active EE | $1,367 | $4,065-66.4% | $4,934-72.3% | $2,726-49.8% |
| Participant deferral / active EE | $8,147 | $7,992+1.9% | $8,070+1.0% | $4,648+75.3% |
| Admin fee / account holder | $133 | $338-60.5% | $13,006-99.0% | $430-69.0% |