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 | $35,934 |
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.
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 | $38,752 | $53,136-27.1% | $155,509-75.1% | $199,593-80.6% |
| Participation rate | 34.7% | 64.1%-29.4pp | 78.2%-43.5pp | 72.0%-37.2pp |
| Annual return | 13.03% | 41.15%-28.1pp | 64.67%-51.6pp | 34.25%-21.2pp |
| Employer contribution / active EE | $161 | $1,851-91.3% | $4,672-96.6% | $3,034-94.7% |
| Participant deferral / active EE | $1,636 | $3,161-48.2% | $5,626-70.9% | $5,087-67.8% |
| Admin fee / account holder | $38 | $185-79.7% | $15,912-99.8% | $269-86.0% |