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 | $4,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,261 | $29,548+26.1% | $56,411-33.9% | $77,643-52.0% |
| Participation rate | 36.7% | 32.7%+4.0pp | 52.5%-15.8pp | 70.6%-33.9pp |
| Annual return | 12.63% | 19.01%-6.4pp | 1701.33%-1688.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $567 | $568-0.1% | $1,039-45.4% | $2,726-79.2% |
| Participant deferral / active EE | $1,597 | $1,061+50.6% | $1,952-18.2% | $4,647-65.6% |
| Admin fee / account holder | $21 | $1,046-98.0% | $2,829-99.3% | $430-95.2% |