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 | $775 |
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 | $64,486 | $79,171-18.5% | $102,423-37.0% | $74,495-13.4% |
| Participation rate | 53.8% | 74.8%-21.0pp | 76.5%-22.7pp | 67.2%-13.4pp |
| Annual return | 13.88% | 54.93%-41.1pp | 29.32%-15.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,069 | $2,362-54.7% | $3,023-64.6% | $2,623-59.2% |
| Participant deferral / active EE | $3,611 | $4,415-18.2% | $5,053-28.5% | $4,346-16.9% |
| Admin fee / account holder | $4 | $2,001-99.8% | $9,451-100.0% | $1,942-99.8% |