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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $93,272 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $49,709 |
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 | $60,633 | $84,030-27.8% | $126,539-52.1% | $102,872-41.1% |
| Participation rate | 25.1% | 58.3%-33.2pp | 69.8%-44.8pp | 73.0%-48.0pp |
| Annual return | 15.54% | 17.79%-2.2pp | 425.95%-410.4pp | 19.06%-3.5pp |
| Employer contribution / active EE | $362 | $3,287-89.0% | $3,674-90.1% | $3,526-89.7% |
| Participant deferral / active EE | $1,440 | $3,749-61.6% | $4,083-64.7% | $5,535-74.0% |
| Admin fee / account holder | $198 | $299-33.8% | $6,065-96.7% | $292-32.2% |