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 | $55,405 |
LION STREET ADVISORS LLC2 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,470 | $53,199-76.6% | $155,567-92.0% | $199,768-93.8% |
| Participation rate | 69.7% | 64.1%+5.6pp | 78.2%-8.5pp | 72.0%-2.3pp |
| Annual return | 12.56% | 41.17%-28.6pp | 64.74%-52.2pp | 34.26%-21.7pp |
| Employer contribution / active EE | $97 | $1,852-94.8% | $4,674-97.9% | $3,037-96.8% |
| Participant deferral / active EE | $1,493 | $3,163-52.8% | $5,628-73.5% | $5,090-70.7% |
| Admin fee / account holder | $62 | $186-66.6% | $15,916-99.6% | $269-77.0% |