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 60 · EIN 04-2647786 | Sub-TA Fees | $12,124 |
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 | $73,696 | $88,982-17.2% | $102,438-28.1% | $77,671-5.1% |
| Participation rate | 45.0% | 80.9%-35.9pp | 76.5%-31.5pp | 70.6%-25.5pp |
| Annual return | 13.47% | 25.01%-11.5pp | 29.37%-15.9pp | 31.21%-17.7pp |
| Employer contribution / active EE | $1,459 | $2,698-45.9% | $3,024-51.7% | $2,726-46.5% |
| Participant deferral / active EE | $3,295 | $5,144-35.9% | $5,054-34.8% | $4,648-29.1% |
| Admin fee / account holder | $57 | $236-76.0% | $9,448-99.4% | $430-86.9% |