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 | $10,396 |
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 | $37,177 | $45,031-17.4% | $84,966-56.2% | $77,643-52.1% |
| Participation rate | 58.0% | 48.7%+9.4pp | 67.5%-9.5pp | 70.6%-12.5pp |
| Annual return | 19.97% | 79.22%-59.2pp | 66.38%-46.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $317 | $1,609-80.3% | $2,727-88.4% | $2,726-88.4% |
| Participant deferral / active EE | $2,090 | $2,807-25.6% | $4,519-53.8% | $4,647-55.0% |
| Admin fee / account holder | $30 | $912-96.7% | $6,149-99.5% | $430-93.0% |