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 | -$86,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $64,388 | $57,150+12.7% | $93,606-31.2% | $106,382-39.5% |
| Participation rate | 25.0% | 49.1%-24.1pp | 68.7%-43.7pp | 69.9%-44.9pp |
| Annual return | 17.85% | 15.81%+2.0pp | 133.20%-115.3pp | 17.37%+0.5pp |
| Employer contribution / active EE | $570 | $1,015-43.9% | $2,420-76.5% | $3,364-83.1% |
| Participant deferral / active EE | $1,390 | $1,853-25.0% | $4,411-68.5% | $5,569-75.0% |
| Admin fee / account holder | -$16 | $64-125.4% | $8,285-100.2% | $79-120.6% |