Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $98,563 |
Filed as: FIFTH THIRD BANK, NATIONAL Service code 27 · EIN 31-0676865 | Advisory (Plan) | $47,445 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,814 | $106,110-68.1% | $147,005-77.0% | $77,671-56.5% |
| Participation rate | 82.3% | 78.4%+3.9pp | 82.2%+0.1pp | 70.6%+11.7pp |
| Annual return | 21.04% | 56.77%-35.7pp | 418.76%-397.7pp | 31.21%-10.2pp |
| Employer contribution / active EE | $759 | $4,065-81.3% | $4,934-84.6% | $2,726-72.2% |
| Participant deferral / active EE | $6,508 | $7,992-18.6% | $8,070-19.4% | $4,648+40.0% |
| Admin fee / account holder | $130 | $338-61.5% | $13,006-99.0% | $430-69.8% |