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 | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,814 | $106,028-68.1% | $146,958-77.0% | $77,643-56.4% |
| Participation rate | 82.3% | 78.4%+3.9pp | 82.2%+0.1pp | 70.6%+11.7pp |
| Annual return | 21.04% | 56.73%-35.7pp | 418.34%-397.3pp | 31.24%-10.2pp |
| Employer contribution / active EE | $759 | $4,063-81.3% | $4,933-84.6% | $2,726-72.2% |
| Participant deferral / active EE | $6,508 | $7,990-18.6% | $8,070-19.4% | $4,647+40.0% |
| Admin fee / account holder | $130 | $337-61.4% | $12,998-99.0% | $430-69.8% |